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 | $183,520 | $157,256+16.7% | $141,162+30.0% | $152,861+20.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 26.04% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $5,816 | $5,261+10.5% | $4,735+22.8% | $4,762+22.1% |
| Participant deferral / active EE | $8,403 | $7,109+18.2% | $6,709+25.3% | $5,850+43.6% |
| Admin fee / account holder | $8,154 | $12,120-32.7% | $10,261-20.5% | $11,596-29.7% |