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 | $148,157 | $107,452+37.9% | $91,541+61.8% | $142,382+4.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 10.96% | 22.06%-11.1pp | 20.50%-9.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $10,561 | $2,994+252.7% | $2,505+321.7% | $4,299+145.7% |
| Participant deferral / active EE | $6,805 | $4,754+43.1% | $4,008+69.8% | $6,507+4.6% |
| Admin fee / account holder | $2,098 | $8,834-76.2% | $6,956-69.8% | $12,624-83.4% |