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 | $152,558 | $159,602-4.4% | $150,045+1.7% | $142,382+7.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 17.75% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,718 | $4,961+15.3% | $4,693+21.8% | $4,299+33.0% |
| Participant deferral / active EE | $9,886 | $8,310+19.0% | $7,997+23.6% | $6,507+51.9% |
| Admin fee / account holder | $9,415 | $14,846-36.6% | $13,435-29.9% | $12,624-25.4% |