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 | $208,752 | $183,519+13.7% | $155,509+34.2% | $145,922+43.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 16.78% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $10,813 | $5,313+103.5% | $4,672+131.4% | $4,660+132.1% |
| Participant deferral / active EE | $2,846 | $6,462-56.0% | $5,626-49.4% | $6,688-57.4% |
| Admin fee / account holder | $3,953 | $19,313-79.5% | $15,912-75.2% | $13,397-70.5% |