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 | $143,822 | $159,602-9.9% | $150,045-4.1% | $142,382+1.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 18.46% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,954 | $4,961-20.3% | $4,693-15.7% | $4,299-8.0% |
| Participant deferral / active EE | $7,714 | $8,310-7.2% | $7,997-3.5% | $6,507+18.5% |
| Admin fee / account holder | $9,215 | $14,846-37.9% | $13,435-31.4% | $12,624-27.0% |