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 | $221,135 | $214,378+3.2% | $200,582+10.2% | $142,382+55.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 18.28% | 46.41%-28.1pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,979 | $6,841-12.6% | $6,419-6.9% | $4,299+39.1% |
| Participant deferral / active EE | $11,658 | $9,865+18.2% | $9,331+24.9% | $6,507+79.2% |
| Admin fee / account holder | $963 | $17,692-94.6% | $16,305-94.1% | $12,624-92.4% |