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 | $203,946 | $179,726+13.5% | $156,263+30.5% | $142,382+43.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 19.36% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,754 | $5,069-45.7% | $4,333-36.5% | $4,299-35.9% |
| Participant deferral / active EE | $7,674 | $6,956+10.3% | $6,158+24.6% | $6,507+17.9% |
| Admin fee / account holder | $5,244 | $17,272-69.6% | $14,255-63.2% | $12,624-58.5% |