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 | $197,655 | $124,281+59.0% | $109,143+81.1% | $167,490+18.0% |
| Participation rate | 72.2% | 79.4%-7.2pp | 75.9%-3.7pp | 82.1%-9.9pp |
| Annual return | 14.15% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,471 | $4,207-65.0% | $3,722-60.5% | $4,837-69.6% |
| Participant deferral / active EE | $9,784 | $5,255+86.2% | $4,653+110.3% | $6,341+54.3% |
| Admin fee / account holder | $27,389 | $7,970+243.7% | $6,752+305.6% | $12,309+122.5% |