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 | $126,510 | $157,256-19.6% | $141,162-10.4% | $152,861-17.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 19.84% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,704 | $5,261+8.4% | $4,735+20.5% | $4,762+19.8% |
| Participant deferral / active EE | $9,020 | $7,109+26.9% | $6,709+34.4% | $5,850+54.2% |
| Admin fee / account holder | $520 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |