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 | $111,316 | $197,591-43.7% | $177,821-37.4% | $158,922-30.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 11.86% | 58.76%-46.9pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,786 | $6,697-58.4% | $5,918-52.9% | $4,761-41.5% |
| Participant deferral / active EE | $7,851 | $8,405-6.6% | $7,714+1.8% | $5,982+31.2% |
| Admin fee / account holder | $1,244 | $15,399-91.9% | $12,427-90.0% | $11,246-88.9% |