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 | $128,163 | $177,572-27.8% | $154,803-17.2% | $142,382-10.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.66% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,821 | $4,810+21.0% | $4,305+35.2% | $4,299+35.4% |
| Participant deferral / active EE | $3,429 | $6,272-45.3% | $5,540-38.1% | $6,507-47.3% |
| Admin fee / account holder | $3,170 | $16,786-81.1% | $14,329-77.9% | $12,624-74.9% |