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 | $167,251 | $124,319+34.5% | $111,297+50.3% | $167,490-0.1% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 15.93% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,661 | $3,435-22.5% | $2,731-2.6% | $4,837-45.0% |
| Participant deferral / active EE | $4,821 | $5,180-6.9% | $4,487+7.4% | $6,341-24.0% |
| Admin fee / account holder | $2,852 | $10,618-73.1% | $7,964-64.2% | $12,309-76.8% |