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 | $129,850 | $179,726-27.8% | $156,263-16.9% | $142,382-8.8% |
| Participation rate | 76.9% | 82.1%-5.2pp | 78.9%-2.0pp | 80.1%-3.2pp |
| Annual return | 13.54% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,384 | $5,069-53.0% | $4,333-45.0% | $4,299-44.5% |
| Participant deferral / active EE | $3,494 | $6,956-49.8% | $6,158-43.3% | $6,507-46.3% |
| Admin fee / account holder | $59,830 | $17,272+246.4% | $14,255+319.7% | $12,624+373.9% |