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 | $136,953 | $165,335-17.2% | $149,696-8.5% | $158,922-13.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.61% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $7,997 | $5,103+56.7% | $4,644+72.2% | $4,761+68.0% |
| Participant deferral / active EE | $9,540 | $7,181+32.8% | $6,842+39.4% | $5,982+59.5% |
| Admin fee / account holder | $777 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |