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 | $112,535 | $106,515+5.7% | $96,683+16.4% | $139,434-19.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 20.98% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,473 | $4,103-39.7% | $3,737-33.8% | $4,751-47.9% |
| Participant deferral / active EE | $7,331 | $5,454+34.4% | $4,878+50.3% | $6,710+9.2% |
| Admin fee / account holder | $1,112 | $7,877-85.9% | $6,730-83.5% | $11,403-90.3% |