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 | $124,648 | $157,256-20.7% | $141,162-11.7% | $152,861-18.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $939 | $5,261-82.1% | $4,735-80.2% | $4,762-80.3% |
| Participant deferral / active EE | $7,742 | $7,109+8.9% | $6,709+15.4% | $5,850+32.3% |
| Admin fee / account holder | $9,607 | $12,120-20.7% | $10,261-6.4% | $11,596-17.2% |