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 | $159,644 | $185,822-14.1% | $169,993-6.1% | $139,434+14.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.55% | 60.50%-45.0pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,543 | $7,590-53.3% | $6,785-47.8% | $4,751-25.4% |
| Participant deferral / active EE | $11,733 | $11,622+1.0% | $10,408+12.7% | $6,710+74.9% |
| Admin fee / account holder | $5,971 | $15,381-61.2% | $12,815-53.4% | $11,403-47.6% |