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 | $123,577 | $107,934+14.5% | $91,989+34.3% | $152,861-19.2% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 27.71% | 89.24%-61.5pp | 69.02%-41.3pp | 345.32%-317.6pp |
| Employer contribution / active EE | $3,456 | $4,210-17.9% | $3,452+0.1% | $4,762-27.4% |
| Participant deferral / active EE | $6,257 | $6,364-1.7% | $5,923+5.6% | $5,850+7.0% |
| Admin fee / account holder | $13,613 | $10,520+29.4% | $7,743+75.8% | $11,596+17.4% |