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 | $151,413 | $159,602-5.1% | $150,045+0.9% | $142,382+6.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.78% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,094 | $4,961-77.9% | $4,693-76.7% | $4,299-74.5% |
| Participant deferral / active EE | $2,939 | $8,310-64.6% | $7,997-63.3% | $6,507-54.8% |
| Admin fee / account holder | $3,872 | $14,846-73.9% | $13,435-71.2% | $12,624-69.3% |