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 | $191,172 | $111,754+71.1% | $103,333+85.0% | $145,922+31.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 19.58% | 24.77%-5.2pp | 24.88%-5.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,656 | $4,212-13.2% | $3,868-5.5% | $4,660-21.5% |
| Participant deferral / active EE | $8,481 | $5,619+50.9% | $5,057+67.7% | $6,688+26.8% |
| Admin fee / account holder | $7,776 | $9,750-20.3% | $8,355-6.9% | $13,397-42.0% |