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 | $124,362 | $214,378-42.0% | $200,582-38.0% | $142,382-12.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.13% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,632 | $6,841-46.9% | $6,419-43.4% | $4,299-15.5% |
| Participant deferral / active EE | $9,636 | $9,865-2.3% | $9,331+3.3% | $6,507+48.1% |
| Admin fee / account holder | $467 | $17,692-97.4% | $16,305-97.1% | $12,624-96.3% |