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 | $201,856 | $114,381+76.5% | $107,525+87.7% | $142,382+41.8% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 14.93% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,499 | $4,015-62.7% | $3,754-60.1% | $4,299-65.1% |
| Participant deferral / active EE | $5,821 | $5,564+4.6% | $5,116+13.8% | $6,507-10.6% |
| Admin fee / account holder | $6,391 | $9,860-35.2% | $8,919-28.3% | $12,624-49.4% |