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 | $210,821 | $201,272+4.7% | $184,203+14.5% | $145,922+44.5% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 12.72% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,111 | $7,022-41.4% | $6,427-36.0% | $4,660-11.8% |
| Participant deferral / active EE | $13,989 | $9,806+42.7% | $9,131+53.2% | $6,688+109.2% |
| Admin fee / account holder | $47,413 | $16,364+189.7% | $13,901+241.1% | $13,397+253.9% |