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 9-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 | $239,453 | $179,726+33.2% | $156,263+53.2% | $142,382+68.2% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 19.35% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,116 | $5,069-38.5% | $4,333-28.1% | $4,299-27.5% |
| Participant deferral / active EE | $10,506 | $6,956+51.0% | $6,158+70.6% | $6,507+61.5% |
| Admin fee / account holder | $1,976 | $17,272-88.6% | $14,255-86.1% | $12,624-84.3% |