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 | $145,046 | $106,515+36.2% | $96,683+50.0% | $139,434+4.0% |
| Participation rate | 86.4% | 77.8%+8.5pp | 74.3%+12.0pp | 80.3%+6.0pp |
| Annual return | 18.13% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,060 | $4,103-49.8% | $3,737-44.9% | $4,751-56.6% |
| Participant deferral / active EE | $6,947 | $5,454+27.4% | $4,878+42.4% | $6,710+3.5% |
| Admin fee / account holder | $8,009 | $7,877+1.7% | $6,730+19.0% | $11,403-29.8% |