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 | $224,716 | $148,534+51.3% | $135,903+65.4% | $139,434+61.2% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 22.58% | 79.19%-56.6pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,900 | $5,243-44.7% | $4,856-40.3% | $4,751-39.0% |
| Participant deferral / active EE | $15,551 | $8,100+92.0% | $7,758+100.4% | $6,710+131.7% |
| Admin fee / account holder | $13,228 | $12,400+6.7% | $10,762+22.9% | $11,403+16.0% |