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 | $155,707 | $165,335-5.8% | $149,696+4.0% | $158,922-2.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 18.13% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,879 | $5,103-63.2% | $4,644-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $6,218 | $7,181-13.4% | $6,842-9.1% | $5,982+3.9% |
| Admin fee / account holder | $1,258 | $10,807-88.4% | $9,309-86.5% | $11,246-88.8% |