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 | $180,510 | $176,056+2.5% | $159,436+13.2% | $167,490+7.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 13.31% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,794 | $5,297-28.4% | $4,829-21.4% | $4,837-21.6% |
| Participant deferral / active EE | $7,861 | $7,750+1.4% | $7,352+6.9% | $6,341+24.0% |
| Admin fee / account holder | $41,658 | $12,554+231.8% | $10,799+285.8% | $12,309+238.4% |