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 | $239,539 | $106,584+124.7% | $101,326+136.4% | $142,382+68.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 16.52% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $7,890 | $3,956+99.4% | $3,665+115.3% | $4,299+83.5% |
| Participant deferral / active EE | $7,895 | $8,297-4.9% | $7,994-1.2% | $6,507+21.3% |
| Admin fee / account holder | $173,020 | $11,446+1411.6% | $11,185+1446.9% | $12,624+1270.6% |