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 | $109,121 | $157,256-30.6% | $141,162-22.7% | $152,861-28.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 19.05% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,526 | $5,261+24.0% | $4,735+37.8% | $4,762+37.0% |
| Participant deferral / active EE | $4,792 | $7,109-32.6% | $6,709-28.6% | $5,850-18.1% |
| Admin fee / account holder | $994 | $12,120-91.8% | $10,261-90.3% | $11,596-91.4% |