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 | $141,196 | $148,534-4.9% | $135,903+3.9% | $139,434+1.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.29% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,393 | $5,243-73.4% | $4,856-71.3% | $4,751-70.7% |
| Participant deferral / active EE | $3,228 | $8,100-60.1% | $7,758-58.4% | $6,710-51.9% |
| Admin fee / account holder | $4,980 | $12,400-59.8% | $10,762-53.7% | $11,403-56.3% |