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 | $166,657 | $159,602+4.4% | $150,045+11.1% | $142,382+17.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.98% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,997 | $4,961-59.7% | $4,693-57.4% | $4,299-53.5% |
| Participant deferral / active EE | $6,100 | $8,310-26.6% | $7,997-23.7% | $6,507-6.3% |
| Admin fee / account holder | $77,875 | $14,846+424.5% | $13,435+479.7% | $12,624+516.9% |