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 | $185,057 | $157,256+17.7% | $141,162+31.1% | $152,861+21.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 18.13% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,651 | $5,261-49.6% | $4,735-44.0% | $4,762-44.3% |
| Participant deferral / active EE | $6,319 | $7,109-11.1% | $6,709-5.8% | $5,850+8.0% |
| Admin fee / account holder | $14,361 | $12,120+18.5% | $10,261+40.0% | $11,596+23.8% |