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 | $126,631 | $124,281+1.9% | $109,143+16.0% | $167,490-24.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 16.41% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,206 | $4,207-47.6% | $3,722-40.7% | $4,837-54.4% |
| Participant deferral / active EE | $4,184 | $5,255-20.4% | $4,653-10.1% | $6,341-34.0% |
| Admin fee / account holder | $26,864 | $7,970+237.1% | $6,752+297.9% | $12,309+118.2% |