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 | $130,606 | $183,519-28.8% | $155,509-16.0% | $145,922-10.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.81% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,184 | $5,313-21.3% | $4,672-10.5% | $4,660-10.2% |
| Participant deferral / active EE | $4,906 | $6,462-24.1% | $5,626-12.8% | $6,688-26.6% |
| Admin fee / account holder | $10,886 | $19,313-43.6% | $15,912-31.6% | $13,397-18.7% |