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 | $197,819 | $209,411-5.5% | $178,490+10.8% | $158,922+24.5% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 14.62% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,534 | $5,706-38.1% | $5,011-29.5% | $4,761-25.8% |
| Participant deferral / active EE | $4,978 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $923 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |