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 | $185,017 | $192,717-4.0% | $142,449+29.9% | $139,434+32.7% |
| Participation rate | 75.0% | 81.5%-6.5pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 10.90% | 17.99%-7.1pp | 19.99%-9.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,993 | $5,806-65.7% | $4,847-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $5,569 | $7,208-22.7% | $6,283-11.4% | $6,710-17.0% |
| Admin fee / account holder | $1,202 | $15,124-92.1% | $10,011-88.0% | $11,403-89.5% |