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 | $139,141 | $165,335-15.8% | $149,696-7.1% | $158,922-12.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.59% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,685 | $5,103-27.8% | $4,644-20.7% | $4,761-22.6% |
| Participant deferral / active EE | $5,416 | $7,181-24.6% | $6,842-20.8% | $5,982-9.5% |
| Admin fee / account holder | $18,825 | $10,807+74.2% | $9,309+102.2% | $11,246+67.4% |