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 | $133,931 | $177,572-24.6% | $154,803-13.5% | $142,382-5.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.11% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,367 | $4,810-71.6% | $4,305-68.3% | $4,299-68.2% |
| Participant deferral / active EE | $3,447 | $6,272-45.0% | $5,540-37.8% | $6,507-47.0% |
| Admin fee / account holder | $2,869 | $16,786-82.9% | $14,329-80.0% | $12,624-77.3% |