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 | $192,511 | $177,572+8.4% | $154,803+24.4% | $142,382+35.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.18% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,519 | $4,810-47.6% | $4,305-41.5% | $4,299-41.4% |
| Participant deferral / active EE | $4,636 | $6,272-26.1% | $5,540-16.3% | $6,507-28.8% |
| Admin fee / account holder | $436,370 | $16,786+2499.6% | $14,329+2945.3% | $12,624+3356.8% |