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 | $157,949 | $201,272-21.5% | $184,203-14.3% | $145,922+8.2% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 20.84% | 29.00%-8.2pp | 28.81%-8.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $5,177 | $7,022-26.3% | $6,427-19.4% | $4,660+11.1% |
| Participant deferral / active EE | $7,653 | $9,806-22.0% | $9,131-16.2% | $6,688+14.4% |
| Admin fee / account holder | $1,232 | $16,364-92.5% | $13,901-91.1% | $13,397-90.8% |