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 | $236,133 | $217,402+8.6% | $185,823+27.1% | $167,490+41.0% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 15.94% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,337 | $5,873-26.2% | $5,167-16.1% | $4,837-10.3% |
| Participant deferral / active EE | $4,922 | $6,356-22.6% | $5,568-11.6% | $6,341-22.4% |
| Admin fee / account holder | $2,458 | $19,811-87.6% | $16,237-84.9% | $12,309-80.0% |