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 | $123,548 | $177,572-30.4% | $154,803-20.2% | $142,382-13.2% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.51% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,201 | $4,810-33.5% | $4,305-25.6% | $4,299-25.5% |
| Participant deferral / active EE | $8,795 | $6,272+40.2% | $5,540+58.7% | $6,507+35.2% |
| Admin fee / account holder | $9,098 | $16,786-45.8% | $14,329-36.5% | $12,624-27.9% |