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 | $177,985 | $133,922+32.9% | $116,228+53.1% | $142,382+25.0% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 12.44% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,952 | $3,446-43.4% | $2,994-34.8% | $4,299-54.6% |
| Participant deferral / active EE | $6,701 | $5,672+18.1% | $4,953+35.3% | $6,507+3.0% |
| Admin fee / account holder | $11,299 | $14,945-24.4% | $11,989-5.8% | $12,624-10.5% |