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 | $173,096 | $165,335+4.7% | $149,696+15.6% | $158,922+8.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.25% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,805 | $5,103-64.6% | $4,644-61.1% | $4,761-62.1% |
| Participant deferral / active EE | $6,278 | $7,181-12.6% | $6,842-8.2% | $5,982+4.9% |
| Admin fee / account holder | $708 | $10,807-93.4% | $9,309-92.4% | $11,246-93.7% |