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 | $163,388 | $226,064-27.7% | $182,532-10.5% | $152,861+6.9% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 16.84% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $852 | $4,978-82.9% | $4,076-79.1% | $4,762-82.1% |
| Participant deferral / active EE | $4,839 | $6,368-24.0% | $5,524-12.4% | $5,850-17.3% |
| Admin fee / account holder | $2,952 | $10,703-72.4% | $8,592-65.6% | $11,596-74.5% |