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 | $207,775 | $198,466+4.7% | $170,442+21.9% | $147,584+40.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.69% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,719 | $6,184-72.2% | $5,433-68.4% | $4,876-64.7% |
| Participant deferral / active EE | $2,571 | $5,629-54.3% | $4,939-47.9% | $5,439-52.7% |
| Admin fee / account holder | $642 | $16,852-96.2% | $13,880-95.4% | $10,885-94.1% |