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 | $166,002 | $159,602+4.0% | $150,045+10.6% | $142,382+16.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 17.01% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,829 | $4,961-43.0% | $4,693-39.7% | $4,299-34.2% |
| Participant deferral / active EE | $11,359 | $8,310+36.7% | $7,997+42.0% | $6,507+74.6% |
| Admin fee / account holder | $43,712 | $14,846+194.4% | $13,435+225.4% | $12,624+246.3% |