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 | $185,044 | $157,256+17.7% | $141,162+31.1% | $152,861+21.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.45% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,589 | $5,261-12.8% | $4,735-3.1% | $4,762-3.6% |
| Participant deferral / active EE | $11,642 | $7,109+63.8% | $6,709+73.5% | $5,850+99.0% |
| Admin fee / account holder | $13,439 | $12,120+10.9% | $10,261+31.0% | $11,596+15.9% |