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 | $169,928 | $137,414+23.7% | $189,513-10.3% | $85,850+97.9% |
| Participation rate | 91.9% | 84.6%+7.3pp | 87.8%+4.1pp | 69.3%+22.6pp |
| Annual return | 16.87% | 38.14%-21.3pp | 555.15%-538.3pp | 318.53%-301.7pp |
| Employer contribution / active EE | $3,974 | $4,344-8.5% | $6,162-35.5% | $2,565+54.9% |
| Participant deferral / active EE | $3,593 | $6,260-42.6% | $8,221-56.3% | $3,952-9.1% |
| Admin fee / account holder | $7,582 | $8,630-12.1% | $12,045-37.1% | $6,260+21.1% |