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 | $126,702 | $159,901-20.8% | $146,958-13.8% | $145,922-13.2% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 13.35% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,679 | $5,286-68.2% | $4,933-66.0% | $4,660-64.0% |
| Participant deferral / active EE | $3,914 | $8,428-53.6% | $8,070-51.5% | $6,688-41.5% |
| Admin fee / account holder | $7,319 | $15,044-51.4% | $12,998-43.7% | $13,397-45.4% |