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 7-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 | $151,081 | $177,572-14.9% | $154,803-2.4% | $142,382+6.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.88% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,290 | $4,810+30.8% | $4,305+46.1% | $4,299+46.3% |
| Participant deferral / active EE | $10,376 | $6,272+65.4% | $5,540+87.3% | $6,507+59.4% |
| Admin fee / account holder | $723 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |