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 | $210,983 | $112,096+88.2% | $95,952+119.9% | $158,922+32.8% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 13.90% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,056 | $3,198-35.7% | $2,541-19.1% | $4,761-56.8% |
| Participant deferral / active EE | $7,207 | $4,784+50.6% | $4,167+72.9% | $5,982+20.5% |
| Admin fee / account holder | $1,144 | $10,130-88.7% | $6,795-83.2% | $11,246-89.8% |