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 | $132,749 | $148,534-10.6% | $135,903-2.3% | $139,434-4.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.12% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,408 | $5,243-15.9% | $4,856-9.2% | $4,751-7.2% |
| Participant deferral / active EE | $8,370 | $8,100+3.3% | $7,758+7.9% | $6,710+24.7% |
| Admin fee / account holder | $3,233 | $12,400-73.9% | $10,762-70.0% | $11,403-71.6% |