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 | $127,966 | $127,386+0.5% | $115,037+11.2% | $125,391+2.1% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 3.01% | 31.28%-28.3pp | 26.14%-23.1pp | 282.22%-279.2pp |
| Employer contribution / active EE | $1,179 | $5,166-77.2% | $4,608-74.4% | $4,866-75.8% |
| Participant deferral / active EE | $2,359 | $6,423-63.3% | $6,026-60.9% | $5,352-55.9% |
| Admin fee / account holder | $26,594 | $9,516+179.5% | $8,175+225.3% | $9,540+178.7% |