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 | $123,707 | $177,572-30.3% | $154,803-20.1% | $142,382-13.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 11.43% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,465 | $4,810-69.6% | $4,305-66.0% | $4,299-65.9% |
| Participant deferral / active EE | $9,831 | $6,272+56.7% | $5,540+77.4% | $6,507+51.1% |
| Admin fee / account holder | $430 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |