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 | $161,713 | $177,572-8.9% | $154,803+4.5% | $142,382+13.6% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,349 | $4,810-51.2% | $4,305-45.4% | $4,299-45.4% |
| Participant deferral / active EE | $7,682 | $6,272+22.5% | $5,540+38.6% | $6,507+18.1% |
| Admin fee / account holder | $26,209 | $16,786+56.1% | $14,329+82.9% | $12,624+107.6% |