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 | $141,721 | $117,841+20.3% | $102,423+38.4% | $145,922-2.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.00% | 31.65%-18.6pp | 29.32%-16.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $884 | $3,615-75.5% | $3,023-70.8% | $4,660-81.0% |
| Participant deferral / active EE | $3,308 | $5,731-42.3% | $5,053-34.5% | $6,688-50.5% |
| Admin fee / account holder | $17,244 | $13,326+29.4% | $9,451+82.5% | $13,397+28.7% |