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 | $208,088 | $183,519+13.4% | $155,509+33.8% | $145,922+42.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 14.76% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,884 | $5,313-45.7% | $4,672-38.3% | $4,660-38.1% |
| Participant deferral / active EE | $3,802 | $6,462-41.2% | $5,626-32.4% | $6,688-43.1% |
| Admin fee / account holder | $1,761 | $19,313-90.9% | $15,912-88.9% | $13,397-86.9% |