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 | $158,027 | $175,202-9.8% | $149,673+5.6% | $139,434+13.3% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 17.35% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,338 | $5,474-39.0% | $4,818-30.7% | $4,751-29.7% |
| Participant deferral / active EE | $5,808 | $6,519-10.9% | $5,680+2.3% | $6,710-13.4% |
| Admin fee / account holder | $2,557 | $16,150-84.2% | $13,210-80.6% | $11,403-77.6% |