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 | $141,037 | $159,901-11.8% | $146,958-4.0% | $145,922-3.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 17.04% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,136 | $5,286-21.8% | $4,933-16.2% | $4,660-11.2% |
| Participant deferral / active EE | $8,764 | $8,428+4.0% | $8,070+8.6% | $6,688+31.0% |
| Admin fee / account holder | $15,470 | $15,044+2.8% | $12,998+19.0% | $13,397+15.5% |