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 | $189,359 | $157,256+20.4% | $141,162+34.1% | $152,861+23.9% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 24.63% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,483 | $5,261-14.8% | $4,735-5.3% | $4,762-5.9% |
| Participant deferral / active EE | $10,319 | $7,109+45.1% | $6,709+53.8% | $5,850+76.4% |
| Admin fee / account holder | $1,708 | $12,120-85.9% | $10,261-83.4% | $11,596-85.3% |