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 | $200,388 | $148,534+34.9% | $135,903+47.4% | $139,434+43.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 19.62% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $8,422 | $5,243+60.6% | $4,856+73.4% | $4,751+77.3% |
| Participant deferral / active EE | $11,459 | $8,100+41.5% | $7,758+47.7% | $6,710+70.8% |
| Admin fee / account holder | $748 | $12,400-94.0% | $10,762-93.1% | $11,403-93.4% |