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 | $185,019 | $165,335+11.9% | $149,696+23.6% | $158,922+16.4% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 9.71% | 348.15%-338.4pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,959 | $5,103-61.6% | $4,644-57.8% | $4,761-58.9% |
| Participant deferral / active EE | $12,051 | $7,181+67.8% | $6,842+76.1% | $5,982+101.5% |
| Admin fee / account holder | $44,017 | $10,807+307.3% | $9,309+372.9% | $11,246+291.4% |