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 | $186,528 | $159,602+16.9% | $150,045+24.3% | $142,382+31.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 15.85% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,922 | $4,961-41.1% | $4,693-37.7% | $4,299-32.0% |
| Participant deferral / active EE | $11,689 | $8,310+40.7% | $7,997+46.2% | $6,507+79.6% |
| Admin fee / account holder | $1,823 | $14,846-87.7% | $13,435-86.4% | $12,624-85.6% |