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 | $111,837 | $177,572-37.0% | $154,803-27.8% | $142,382-21.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 20.25% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,231 | $4,810-53.6% | $4,305-48.2% | $4,299-48.1% |
| Participant deferral / active EE | $4,227 | $6,272-32.6% | $5,540-23.7% | $6,507-35.0% |
| Admin fee / account holder | $2,250 | $16,786-86.6% | $14,329-84.3% | $12,624-82.2% |