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 | $104,492 | $148,534-29.7% | $135,903-23.1% | $139,434-25.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 13.29% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $10,425 | $5,243+98.8% | $4,856+114.7% | $4,751+119.4% |
| Participant deferral / active EE | $9,947 | $8,100+22.8% | $7,758+28.2% | $6,710+48.2% |
| Admin fee / account holder | $32,443 | $12,400+161.6% | $10,762+201.5% | $11,403+184.5% |