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 | $126,798 | $117,381+8.0% | $99,443+27.5% | $152,861-17.1% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.4%+3.3pp |
| Annual return | 21.19% | 31.87%-10.7pp | 30.72%-9.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,198 | $3,013+6.1% | $2,540+25.9% | $4,762-32.9% |
| Participant deferral / active EE | $8,669 | $4,086+112.2% | $3,619+139.6% | $5,850+48.2% |
| Admin fee / account holder | $1,154 | $7,631-84.9% | $6,250-81.5% | $11,596-90.1% |