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 | $114,032 | $175,202-34.9% | $149,673-23.8% | $139,434-18.2% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 19.33% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,004 | $5,474-63.4% | $4,818-58.4% | $4,751-57.8% |
| Participant deferral / active EE | $6,553 | $6,519+0.5% | $5,680+15.4% | $6,710-2.3% |
| Admin fee / account holder | $15,189 | $16,150-6.0% | $13,210+15.0% | $11,403+33.2% |