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 | $241,993 | $163,101+48.4% | $136,749+77.0% | $142,382+70.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.15% | 27.54%-4.4pp | 24.33%-1.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,253 | $4,117-21.0% | $3,400-4.3% | $4,299-24.3% |
| Participant deferral / active EE | $27,280 | $5,585+388.5% | $4,692+481.4% | $6,507+319.2% |
| Admin fee / account holder | $492 | $14,318-96.6% | $11,386-95.7% | $12,624-96.1% |