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 | $129,360 | $165,335-21.8% | $149,696-13.6% | $158,922-18.6% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 17.77% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,222 | $5,103-76.0% | $4,644-73.7% | $4,761-74.3% |
| Participant deferral / active EE | $7,382 | $7,181+2.8% | $6,842+7.9% | $5,982+23.4% |
| Admin fee / account holder | $4,056 | $10,807-62.5% | $9,309-56.4% | $11,246-63.9% |