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 | $206,373 | $159,901+29.1% | $146,958+40.4% | $145,922+41.4% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 15.39% | 98.13%-82.7pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,300 | $5,286-75.4% | $4,933-73.6% | $4,660-72.1% |
| Participant deferral / active EE | $8,668 | $8,428+2.8% | $8,070+7.4% | $6,688+29.6% |
| Admin fee / account holder | $12,255 | $15,044-18.5% | $12,998-5.7% | $13,397-8.5% |