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 | $147,462 | $85,022+73.4% | $70,515+109.1% | $139,434+5.8% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 17.79% | 30.38%-12.6pp | 32.77%-15.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,765 | $5,890-36.1% | $4,567-17.6% | $6,710-43.9% |
| Admin fee / account holder | $6,534 | $8,906-26.6% | $6,412+1.9% | $11,403-42.7% |