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 | $176,766 | $175,202+0.9% | $149,673+18.1% | $139,434+26.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.58% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,777 | $5,474-49.3% | $4,818-42.4% | $4,751-41.5% |
| Participant deferral / active EE | $14,250 | $6,519+118.6% | $5,680+150.9% | $6,710+112.4% |
| Admin fee / account holder | $16,031 | $16,150-0.7% | $13,210+21.4% | $11,403+40.6% |