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 | $111,528 | $107,334+3.9% | $92,893+20.1% | $152,861-27.0% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 27.15% | 145.58%-118.4pp | 109.41%-82.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,750 | $4,221-34.8% | $3,653-24.7% | $4,762-42.2% |
| Participant deferral / active EE | $3,547 | $4,845-26.8% | $4,236-16.3% | $5,850-39.4% |
| Admin fee / account holder | $706 | $7,079-90.0% | $5,794-87.8% | $11,596-93.9% |