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 | $143,605 | $148,534-3.3% | $135,903+5.7% | $139,434+3.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 22.74% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $3,260 | $5,243-37.8% | $4,856-32.9% | $4,751-31.4% |
| Participant deferral / active EE | $6,398 | $8,100-21.0% | $7,758-17.5% | $6,710-4.6% |
| Admin fee / account holder | $923 | $12,400-92.6% | $10,762-91.4% | $11,403-91.9% |