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 | $99,376 | $157,256-36.8% | $141,162-29.6% | $152,861-35.0% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 18.99% | 64.32%-45.3pp | 71.39%-52.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,107 | $5,261-40.9% | $4,735-34.4% | $4,762-34.8% |
| Participant deferral / active EE | $7,400 | $7,109+4.1% | $6,709+10.3% | $5,850+26.5% |
| Admin fee / account holder | $613 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |