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 | $125,295 | $179,726-30.3% | $156,263-19.8% | $142,382-12.0% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 18.19% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,209 | $5,069-56.4% | $4,333-49.0% | $4,299-48.6% |
| Participant deferral / active EE | $6,330 | $6,956-9.0% | $6,158+2.8% | $6,507-2.7% |
| Admin fee / account holder | $757 | $17,272-95.6% | $14,255-94.7% | $12,624-94.0% |