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 6-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 | $118,565 | $114,381+3.7% | $107,525+10.3% | $142,382-16.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 14.96% | 242.71%-227.7pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,298 | $4,015-17.8% | $3,754-12.1% | $4,299-23.3% |
| Participant deferral / active EE | $4,494 | $5,564-19.2% | $5,116-12.2% | $6,507-30.9% |
| Admin fee / account holder | $3,759 | $9,860-61.9% | $8,919-57.9% | $12,624-70.2% |