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 | $247,805 | $159,602+55.3% | $150,045+65.2% | $142,382+74.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.75% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,054 | $4,961-58.6% | $4,693-56.2% | $4,299-52.2% |
| Participant deferral / active EE | $11,505 | $8,310+38.4% | $7,997+43.9% | $6,507+76.8% |
| Admin fee / account holder | $1,567 | $14,846-89.4% | $13,435-88.3% | $12,624-87.6% |