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 | $215,257 | $159,602+34.9% | $150,045+43.5% | $142,382+51.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 53.03% | 70.24%-17.2pp | 62.55%-9.5pp | 217.08%-164.0pp |
| Employer contribution / active EE | $4,190 | $4,961-15.5% | $4,693-10.7% | $4,299-2.5% |
| Participant deferral / active EE | $12,760 | $8,310+53.5% | $7,997+59.6% | $6,507+96.1% |
| Admin fee / account holder | $3,368 | $14,846-77.3% | $13,435-74.9% | $12,624-73.3% |