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 | $124,479 | $183,519-32.2% | $155,509-20.0% | $145,922-14.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 22.90% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $8,361 | $5,313+57.4% | $4,672+78.9% | $4,660+79.4% |
| Participant deferral / active EE | $4,126 | $6,462-36.2% | $5,626-26.7% | $6,688-38.3% |
| Admin fee / account holder | $34,125 | $19,313+76.7% | $15,912+114.5% | $13,397+154.7% |