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 | $144,458 | $183,519-21.3% | $155,509-7.1% | $145,922-1.0% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 13.31% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,790 | $5,313-9.8% | $4,672+2.5% | $4,660+2.8% |
| Participant deferral / active EE | $2,320 | $6,462-64.1% | $5,626-58.8% | $6,688-65.3% |
| Admin fee / account holder | $5,451 | $19,313-71.8% | $15,912-65.7% | $13,397-59.3% |