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 | $133,365 | $165,335-19.3% | $149,696-10.9% | $158,922-16.1% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 13.19% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,951 | $5,103-61.8% | $4,644-58.0% | $4,761-59.0% |
| Participant deferral / active EE | $5,852 | $7,181-18.5% | $6,842-14.5% | $5,982-2.2% |
| Admin fee / account holder | $4,262 | $10,807-60.6% | $9,309-54.2% | $11,246-62.1% |