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 | $109,349 | $152,587-28.3% | $125,175-12.6% | $152,861-28.5% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 18.98% | 54.84%-35.9pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,052 | $4,946-18.1% | $3,865+4.8% | $4,762-14.9% |
| Participant deferral / active EE | $5,294 | $5,868-9.8% | $4,937+7.2% | $5,850-9.5% |
| Admin fee / account holder | $1,420 | $13,434-89.4% | $9,702-85.4% | $11,596-87.8% |