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 | $132,094 | $201,272-34.4% | $184,203-28.3% | $145,922-9.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 23.81% | 29.00%-5.2pp | 28.81%-5.0pp | 561.29%-537.5pp |
| Employer contribution / active EE | $5,239 | $7,022-25.4% | $6,427-18.5% | $4,660+12.4% |
| Participant deferral / active EE | $7,986 | $9,806-18.6% | $9,131-12.5% | $6,688+19.4% |
| Admin fee / account holder | $112,986 | $16,364+590.5% | $13,901+712.8% | $13,397+743.4% |