See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,281 | $152,587-24.4% | $125,175-7.9% | $152,861-24.6% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 13.35% | 54.84%-41.5pp | 43.79%-30.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $4,174 | $4,946-15.6% | $3,865+8.0% | $4,762-12.3% |
| Participant deferral / active EE | $5,807 | $5,868-1.0% | $4,937+17.6% | $5,850-0.7% |
| Admin fee / account holder | $19,612 | $13,434+46.0% | $9,702+102.1% | $11,596+69.1% |