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 | $198,293 | $177,572+11.7% | $154,803+28.1% | $142,382+39.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,451 | $4,810-49.0% | $4,305-43.1% | $4,299-43.0% |
| Participant deferral / active EE | $5,610 | $6,272-10.5% | $5,540+1.3% | $6,507-13.8% |
| Admin fee / account holder | $522 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |