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 | $186,622 | $214,378-12.9% | $200,582-7.0% | $142,382+31.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.99% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,688 | $6,841-75.3% | $6,419-73.7% | $4,299-60.7% |
| Participant deferral / active EE | $10,032 | $9,865+1.7% | $9,331+7.5% | $6,507+54.2% |
| Admin fee / account holder | $2,796 | $17,692-84.2% | $16,305-82.8% | $12,624-77.8% |