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 | $226,614 | $157,256+44.1% | $141,162+60.5% | $152,861+48.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 15.91% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,499 | $5,261-33.5% | $4,735-26.1% | $4,762-26.5% |
| Participant deferral / active EE | $6,868 | $7,109-3.4% | $6,709+2.4% | $5,850+17.4% |
| Admin fee / account holder | $4,889 | $12,120-59.7% | $10,261-52.4% | $11,596-57.8% |