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 | $87,709 | $177,572-50.6% | $154,803-43.3% | $142,382-38.4% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 13.01% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,799 | $4,810-21.0% | $4,305-11.8% | $4,299-11.6% |
| Participant deferral / active EE | $3,909 | $6,272-37.7% | $5,540-29.4% | $6,507-39.9% |
| Admin fee / account holder | $3,905 | $16,786-76.7% | $14,329-72.7% | $12,624-69.1% |