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 | $135,157 | $103,376+30.7% | $87,100+55.2% | $152,861-11.6% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 25.12% | 28.10%-3.0pp | 28.19%-3.1pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,337 | $3,220-58.5% | $2,521-47.0% | $4,762-71.9% |
| Participant deferral / active EE | $3,028 | $4,778-36.6% | $4,049-25.2% | $5,850-48.2% |
| Admin fee / account holder | $3,507 | $12,205-71.3% | $7,497-53.2% | $11,596-69.8% |