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 | $229,057 | $177,572+29.0% | $154,803+48.0% | $142,382+60.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.93% | 65.07%-45.1pp | 58.88%-39.0pp | 217.08%-197.1pp |
| Employer contribution / active EE | $10,442 | $4,810+117.1% | $4,305+142.5% | $4,299+142.9% |
| Participant deferral / active EE | $11,463 | $6,272+82.8% | $5,540+106.9% | $6,507+76.2% |
| Admin fee / account holder | $1,149 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |