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 | $155,570 | $201,272-22.7% | $184,203-15.5% | $145,922+6.6% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 9.66% | 29.00%-19.3pp | 28.81%-19.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,363 | $7,022-66.4% | $6,427-63.2% | $4,660-49.3% |
| Participant deferral / active EE | $5,228 | $9,806-46.7% | $9,131-42.7% | $6,688-21.8% |
| Admin fee / account holder | $8,687 | $16,364-46.9% | $13,901-37.5% | $13,397-35.2% |