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 | $188,064 | $127,264+47.8% | $109,895+71.1% | $167,490+12.3% |
| Participation rate | 81.0% | 77.9%+3.1pp | 74.2%+6.7pp | 82.1%-1.2pp |
| Annual return | 18.21% | 22.97%-4.8pp | 29.45%-11.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,611 | $3,322-21.4% | $2,842-8.2% | $4,837-46.0% |
| Participant deferral / active EE | $6,986 | $4,514+54.8% | $4,048+72.6% | $6,341+10.2% |
| Admin fee / account holder | $22,024 | $7,114+209.6% | $6,066+263.1% | $12,309+78.9% |