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 | $225,047 | $175,202+28.5% | $149,673+50.4% | $139,434+61.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 15.72% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $9,751 | $5,474+78.1% | $4,818+102.4% | $4,751+105.2% |
| Participant deferral / active EE | $6,975 | $6,519+7.0% | $5,680+22.8% | $6,710+3.9% |
| Admin fee / account holder | $24,815 | $16,150+53.6% | $13,210+87.9% | $11,403+117.6% |