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 | $136,978 | $124,281+10.2% | $109,143+25.5% | $167,490-18.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 20.43% | 26.04%-5.6pp | 25.75%-5.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,181 | $4,207-24.4% | $3,722-14.5% | $4,837-34.2% |
| Participant deferral / active EE | $8,051 | $5,255+53.2% | $4,653+73.0% | $6,341+27.0% |
| Admin fee / account holder | $6,409 | $7,970-19.6% | $6,752-5.1% | $12,309-47.9% |