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 | $148,212 | $111,754+32.6% | $103,333+43.4% | $145,922+1.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.57% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,759 | $4,212-34.5% | $3,868-28.7% | $4,660-40.8% |
| Participant deferral / active EE | $7,850 | $5,619+39.7% | $5,057+55.2% | $6,688+17.4% |
| Admin fee / account holder | $3,846 | $9,750-60.6% | $8,355-54.0% | $13,397-71.3% |