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 | $95,756 | $157,256-39.1% | $141,162-32.2% | $152,861-37.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.95% | 64.32%-44.4pp | 71.39%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,741 | $5,261-66.9% | $4,735-63.2% | $4,762-63.4% |
| Participant deferral / active EE | $8,678 | $7,109+22.1% | $6,709+29.3% | $5,850+48.3% |
| Admin fee / account holder | $2,020 | $12,120-83.3% | $10,261-80.3% | $11,596-82.6% |