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 | $127,278 | $117,983+7.9% | $101,794+25.0% | $142,382-10.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 17.20% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,268 | $2,773+17.9% | $2,289+42.8% | $4,299-24.0% |
| Participant deferral / active EE | $9,949 | $4,714+111.1% | $4,084+143.6% | $6,507+52.9% |
| Admin fee / account holder | $1,254 | $10,433-88.0% | $8,777-85.7% | $12,624-90.1% |