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 | $249,132 | $159,901+55.8% | $146,958+69.5% | $145,922+70.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.52% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,085 | $5,286-60.5% | $4,933-57.7% | $4,660-55.2% |
| Participant deferral / active EE | $4,901 | $8,428-41.8% | $8,070-39.3% | $6,688-26.7% |
| Admin fee / account holder | $7,321 | $15,044-51.3% | $12,998-43.7% | $13,397-45.4% |