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 | $124,347 | $102,616+21.2% | $81,983+51.7% | $158,922-21.8% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 22.83% | 61.04%-38.2pp | 41.31%-18.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,930 | $3,240-40.4% | $2,498-22.7% | $4,761-59.5% |
| Participant deferral / active EE | $4,653 | $4,648+0.1% | $3,722+25.0% | $5,982-22.2% |
| Admin fee / account holder | $24,501 | $8,235+197.5% | $5,664+332.6% | $11,246+117.9% |