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 | $145,429 | $159,602-8.9% | $150,045-3.1% | $142,382+2.1% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.19% | 70.24%-56.0pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $9,366 | $4,961+88.8% | $4,693+99.6% | $4,299+117.9% |
| Participant deferral / active EE | $16,789 | $8,310+102.0% | $7,997+109.9% | $6,507+158.0% |
| Admin fee / account holder | $30,864 | $14,846+107.9% | $13,435+129.7% | $12,624+144.5% |