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 | $173,676 | $177,572-2.2% | $154,803+12.2% | $142,382+22.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.51% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,528 | $4,810-68.2% | $4,305-64.5% | $4,299-64.5% |
| Participant deferral / active EE | $3,531 | $6,272-43.7% | $5,540-36.3% | $6,507-45.7% |
| Admin fee / account holder | $894 | $16,786-94.7% | $14,329-93.8% | $12,624-92.9% |