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 | $157,111 | $217,402-27.7% | $185,823-15.5% | $167,490-6.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.49% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,098 | $5,873-64.3% | $5,167-59.4% | $4,837-56.6% |
| Participant deferral / active EE | $6,870 | $6,356+8.1% | $5,568+23.4% | $6,341+8.3% |
| Admin fee / account holder | $1,574 | $19,811-92.1% | $16,237-90.3% | $12,309-87.2% |