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 | $151,549 | $117,983+28.5% | $101,794+48.9% | $142,382+6.4% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 14.11% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,823 | $2,773-34.2% | $2,289-20.3% | $4,299-57.6% |
| Participant deferral / active EE | $5,402 | $4,714+14.6% | $4,084+32.3% | $6,507-17.0% |
| Admin fee / account holder | $8,698 | $10,433-16.6% | $8,777-0.9% | $12,624-31.1% |