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 | $125,037 | $159,602-21.7% | $150,045-16.7% | $142,382-12.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,569 | $4,961-7.9% | $4,693-2.7% | $4,299+6.3% |
| Participant deferral / active EE | $11,166 | $8,310+34.4% | $7,997+39.6% | $6,507+71.6% |
| Admin fee / account holder | $70,858 | $14,846+377.3% | $13,435+427.4% | $12,624+461.3% |