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 | $112,182 | $183,519-38.9% | $155,509-27.9% | $145,922-23.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 20.82% | 61.17%-40.3pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,667 | $5,313-68.6% | $4,672-64.3% | $4,660-64.2% |
| Participant deferral / active EE | $6,139 | $6,462-5.0% | $5,626+9.1% | $6,688-8.2% |
| Admin fee / account holder | $11,526 | $19,313-40.3% | $15,912-27.6% | $13,397-14.0% |