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 | $222,707 | $106,584+109.0% | $101,326+119.8% | $142,382+56.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 16.05% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,796 | $3,956-4.0% | $3,665+3.6% | $4,299-11.7% |
| Participant deferral / active EE | $11,249 | $8,297+35.6% | $7,994+40.7% | $6,507+72.9% |
| Admin fee / account holder | $16,754 | $11,446+46.4% | $11,185+49.8% | $12,624+32.7% |