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 | $130,032 | $177,572-26.8% | $154,803-16.0% | $142,382-8.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.97% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,910 | $4,810-60.3% | $4,305-55.6% | $4,299-55.6% |
| Participant deferral / active EE | $7,958 | $6,272+26.9% | $5,540+43.6% | $6,507+22.3% |
| Admin fee / account holder | $2,012 | $16,786-88.0% | $14,329-86.0% | $12,624-84.1% |