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 | $150,319 | $133,922+12.2% | $116,228+29.3% | $142,382+5.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 12.40% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,453 | $3,446-28.8% | $2,994-18.1% | $4,299-42.9% |
| Participant deferral / active EE | $6,498 | $5,672+14.6% | $4,953+31.2% | $6,507-0.1% |
| Admin fee / account holder | $71,941 | $14,945+381.4% | $11,989+500.1% | $12,624+469.9% |