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 | $192,857 | $162,781+18.5% | $133,956+44.0% | $158,922+21.4% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 10.19% | 41.94%-31.7pp | 45.09%-34.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,023 | $4,975-19.1% | $3,919+2.7% | $4,761-15.5% |
| Participant deferral / active EE | $10,071 | $5,911+70.4% | $5,048+99.5% | $5,982+68.4% |
| Admin fee / account holder | $2,935 | $11,736-75.0% | $8,927-67.1% | $11,246-73.9% |