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 | $161,846 | $183,519-11.8% | $155,509+4.1% | $145,922+10.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 9.13% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,644 | $5,313-31.4% | $4,672-22.0% | $4,660-21.8% |
| Participant deferral / active EE | $4,531 | $6,462-29.9% | $5,626-19.5% | $6,688-32.2% |
| Admin fee / account holder | $20,659 | $19,313+7.0% | $15,912+29.8% | $13,397+54.2% |