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 | $133,453 | $104,974+27.1% | $95,585+39.6% | $142,382-6.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 14.00% | 210.33%-196.3pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,146 | $2,779+13.2% | $2,527+24.5% | $4,299-26.8% |
| Participant deferral / active EE | $5,288 | $4,352+21.5% | $4,023+31.5% | $6,507-18.7% |
| Admin fee / account holder | $4,658 | $6,386-27.1% | $6,127-24.0% | $12,624-63.1% |