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 | $161,911 | $148,534+9.0% | $135,903+19.1% | $139,434+16.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.49% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $10,976 | $5,243+109.4% | $4,856+126.0% | $4,751+131.0% |
| Participant deferral / active EE | $9,201 | $8,100+13.6% | $7,758+18.6% | $6,710+37.1% |
| Admin fee / account holder | $4,778 | $12,400-61.5% | $10,762-55.6% | $11,403-58.1% |