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 | $120,417 | $111,301+8.2% | $112,977+6.6% | $158,922-24.2% |
| Participation rate | 89.5% | 83.5%+6.0pp | 82.6%+6.9pp | 82.0%+7.5pp |
| Annual return | 12.22% | 26.40%-14.2pp | 24.24%-12.0pp | 302.83%-290.6pp |
| Employer contribution / active EE | $5,396 | $4,471+20.7% | $4,255+26.8% | $4,761+13.3% |
| Participant deferral / active EE | $2,580 | $5,880-56.1% | $5,836-55.8% | $5,982-56.9% |
| Admin fee / account holder | $3,222 | $8,392-61.6% | $6,294-48.8% | $11,246-71.4% |