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 | $228,259 | $117,983+93.5% | $101,794+124.2% | $142,382+60.3% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 11.58% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $793 | $2,773-71.4% | $2,289-65.3% | $4,299-81.6% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,173 | $10,433-79.2% | $8,777-75.2% | $12,624-82.8% |