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 | $119,845 | $127,065-5.7% | $113,168+5.9% | $142,382-15.8% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 12.34% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,005 | $3,442-70.8% | $2,975-66.2% | $4,299-76.6% |
| Participant deferral / active EE | $4,041 | $5,716-29.3% | $5,107-20.9% | $6,507-37.9% |
| Admin fee / account holder | $4,999 | $15,736-68.2% | $12,068-58.6% | $12,624-60.4% |