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 | $223,587 | $214,378+4.3% | $200,582+11.5% | $142,382+57.0% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 12.18% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $10,909 | $6,841+59.5% | $6,419+70.0% | $4,299+153.7% |
| Participant deferral / active EE | $4,958 | $9,865-49.7% | $9,331-46.9% | $6,507-23.8% |
| Admin fee / account holder | $27,243 | $17,692+54.0% | $16,305+67.1% | $12,624+115.8% |