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 | $145,842 | $117,841+23.8% | $102,423+42.4% | $145,922-0.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.07% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,385 | $3,615-61.7% | $3,023-54.2% | $4,660-70.3% |
| Participant deferral / active EE | $2,158 | $5,731-62.3% | $5,053-57.3% | $6,688-67.7% |
| Admin fee / account holder | $30,603 | $13,326+129.7% | $9,451+223.8% | $13,397+128.4% |