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 | $165,522 | $177,572-6.8% | $154,803+6.9% | $142,382+16.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.99% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,129 | $4,810-55.7% | $4,305-50.6% | $4,299-50.5% |
| Participant deferral / active EE | $3,734 | $6,272-40.5% | $5,540-32.6% | $6,507-42.6% |
| Admin fee / account holder | $1,870 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |