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 | $183,747 | $177,572+3.5% | $154,803+18.7% | $142,382+29.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.38% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,103 | $4,810-77.1% | $4,305-74.4% | $4,299-74.3% |
| Participant deferral / active EE | $3,097 | $6,272-50.6% | $5,540-44.1% | $6,507-52.4% |
| Admin fee / account holder | $14,996 | $16,786-10.7% | $14,329+4.7% | $12,624+18.8% |