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 | $124,159 | $179,726-30.9% | $156,263-20.5% | $142,382-12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.03% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,255 | $5,069-75.2% | $4,333-71.0% | $4,299-70.8% |
| Participant deferral / active EE | $5,628 | $6,956-19.1% | $6,158-8.6% | $6,507-13.5% |
| Admin fee / account holder | $746 | $17,272-95.7% | $14,255-94.8% | $12,624-94.1% |