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 | $221,191 | $148,534+48.9% | $135,903+62.8% | $139,434+58.6% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 24.12% | 79.19%-55.1pp | 68.23%-44.1pp | 372.94%-348.8pp |
| Employer contribution / active EE | $5,356 | $5,243+2.2% | $4,856+10.3% | $4,751+12.7% |
| Participant deferral / active EE | $12,547 | $8,100+54.9% | $7,758+61.7% | $6,710+87.0% |
| Admin fee / account holder | $539 | $12,400-95.7% | $10,762-95.0% | $11,403-95.3% |