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 | $109,147 | $142,405-23.4% | $115,157-5.2% | $152,861-28.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 18.97% | 41.48%-22.5pp | 35.60%-16.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $5,737 | $4,010+43.1% | $3,179+80.5% | $4,762+20.5% |
| Participant deferral / active EE | $5,696 | $5,164+10.3% | $4,168+36.6% | $5,850-2.6% |
| Admin fee / account holder | $559 | $8,462-93.4% | $7,088-92.1% | $11,596-95.2% |