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 | $155,731 | $154,117+1.0% | $129,995+19.8% | $139,434+11.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 13.88% | 32.48%-18.6pp | -137.18%+151.1pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,081 | $5,289-22.8% | $4,320-5.5% | $4,751-14.1% |
| Participant deferral / active EE | $10,836 | $6,710+61.5% | $5,820+86.2% | $6,710+61.5% |
| Admin fee / account holder | $36,771 | $14,007+162.5% | $10,614+246.4% | $11,403+222.5% |