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 | $179,677 | $176,812+1.6% | $146,665+22.5% | $167,490+7.3% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 10.47% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $5,592 | $5,160+8.4% | $4,136+35.2% | $4,837+15.6% |
| Participant deferral / active EE | $12,541 | $6,440+94.8% | $5,506+127.8% | $6,341+97.8% |
| Admin fee / account holder | $52,673 | $13,259+297.3% | $10,280+412.4% | $12,309+327.9% |