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 | $231,600 | $238,490-2.9% | $180,183+28.5% | $142,382+62.7% |
| Participation rate | 95.5% | 82.3%+13.2pp | 77.4%+18.0pp | 80.1%+15.3pp |
| Annual return | 14.89% | 33.56%-18.7pp | 27.86%-13.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,197 | $6,143-31.7% | $5,039-16.7% | $4,299-2.4% |
| Participant deferral / active EE | $9,237 | $7,996+15.5% | $6,822+35.4% | $6,507+41.9% |
| Admin fee / account holder | $41,954 | $28,866+45.3% | $19,975+110.0% | $12,624+232.3% |