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 | $118,262 | $114,381+3.4% | $107,525+10.0% | $142,382-16.9% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 14.10% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,430 | $4,015+35.3% | $3,754+44.7% | $4,299+26.3% |
| Participant deferral / active EE | $8,107 | $5,564+45.7% | $5,116+58.5% | $6,507+24.6% |
| Admin fee / account holder | $17,339 | $9,860+75.8% | $8,919+94.4% | $12,624+37.3% |