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 | $120,173 | $159,602-24.7% | $150,045-19.9% | $142,382-15.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 15.14% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,623 | $4,961-27.0% | $4,693-22.8% | $4,299-15.7% |
| Participant deferral / active EE | $5,886 | $8,310-29.2% | $7,997-26.4% | $6,507-9.5% |
| Admin fee / account holder | $8,097 | $14,846-45.5% | $13,435-39.7% | $12,624-35.9% |