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 | $235,851 | $110,257+113.9% | $96,544+144.3% | $139,434+69.1% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 15.35% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,056 | $3,620+39.7% | $2,965+70.5% | $4,751+6.4% |
| Participant deferral / active EE | $3,159 | $5,548-43.1% | $4,851-34.9% | $6,710-52.9% |
| Admin fee / account holder | $2,290 | $11,591-80.2% | $8,252-72.2% | $11,403-79.9% |