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 | $135,904 | $111,754+21.6% | $103,333+31.5% | $145,922-6.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.15% | 24.77%-4.6pp | 24.88%-4.7pp | 561.29%-541.1pp |
| Employer contribution / active EE | $3,006 | $4,212-28.6% | $3,868-22.3% | $4,660-35.5% |
| Participant deferral / active EE | $3,399 | $5,619-39.5% | $5,057-32.8% | $6,688-49.2% |
| Admin fee / account holder | $1,194 | $9,750-87.8% | $8,355-85.7% | $13,397-91.1% |