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 | $128,222 | $176,056-27.2% | $159,436-19.6% | $167,490-23.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.68% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $8,177 | $5,297+54.4% | $4,829+69.3% | $4,837+69.0% |
| Participant deferral / active EE | $5,466 | $7,750-29.5% | $7,352-25.7% | $6,341-13.8% |
| Admin fee / account holder | $969 | $12,554-92.3% | $10,799-91.0% | $12,309-92.1% |