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 | $149,286 | $148,534+0.5% | $135,903+9.8% | $139,434+7.1% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 18.37% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,338 | $5,243-36.3% | $4,856-31.3% | $4,751-29.7% |
| Participant deferral / active EE | $7,129 | $8,100-12.0% | $7,758-8.1% | $6,710+6.2% |
| Admin fee / account holder | $1,957 | $12,400-84.2% | $10,762-81.8% | $11,403-82.8% |