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 | $224,215 | $183,519+22.2% | $155,509+44.2% | $145,922+53.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.60% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,974 | $5,313-62.8% | $4,672-57.8% | $4,660-57.6% |
| Participant deferral / active EE | $4,960 | $6,462-23.3% | $5,626-11.8% | $6,688-25.8% |
| Admin fee / account holder | $631 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |