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 | $202,574 | $114,381+77.1% | $107,525+88.4% | $142,382+42.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.23% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,851 | $4,015-29.0% | $3,754-24.0% | $4,299-33.7% |
| Participant deferral / active EE | $3,464 | $5,564-37.7% | $5,116-32.3% | $6,507-46.8% |
| Admin fee / account holder | $403 | $9,860-95.9% | $8,919-95.5% | $12,624-96.8% |