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 | $135,147 | $165,984-18.6% | $164,813-18.0% | $145,922-7.4% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 12.33% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,794 | $5,273-28.0% | $4,341-12.6% | $4,660-18.6% |
| Participant deferral / active EE | $8,957 | $6,959+28.7% | $6,031+48.5% | $6,688+33.9% |
| Admin fee / account holder | $76,065 | $16,648+356.9% | $12,690+499.4% | $13,397+467.8% |