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 | $237,143 | $177,572+33.5% | $154,803+53.2% | $142,382+66.6% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 15.27% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,735 | $4,810-22.4% | $4,305-13.3% | $4,299-13.1% |
| Participant deferral / active EE | $7,678 | $6,272+22.4% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $75,572 | $16,786+350.2% | $14,329+427.4% | $12,624+498.6% |