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 | $118,865 | $91,538+29.9% | $129,995-8.6% | $75,163+58.1% |
| Participation rate | 83.5% | 71.4%+12.1pp | 78.5%+5.0pp | 67.2%+16.3pp |
| Annual return | 16.53% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,578 | $2,845-9.4% | $4,320-40.3% | $2,670-3.4% |
| Participant deferral / active EE | $4,329 | $4,341-0.3% | $5,820-25.6% | $4,125+4.9% |
| Admin fee / account holder | $6,216 | $6,790-8.5% | $10,614-41.4% | $5,651+10.0% |