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 | $158,840 | $175,202-9.3% | $149,673+6.1% | $139,434+13.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 26.06% | 166.71%-140.7pp | 134.42%-108.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $10,048 | $5,474+83.5% | $4,818+108.6% | $4,751+111.5% |
| Participant deferral / active EE | $9,373 | $6,519+43.8% | $5,680+65.0% | $6,710+39.7% |
| Admin fee / account holder | $840 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |