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 | $228,299 | $177,572+28.6% | $154,803+47.5% | $142,382+60.3% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 12.22% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,880 | $4,810+43.0% | $4,305+59.8% | $4,299+60.0% |
| Participant deferral / active EE | $7,805 | $6,272+24.5% | $5,540+40.9% | $6,507+19.9% |
| Admin fee / account holder | $12,713 | $16,786-24.3% | $14,329-11.3% | $12,624+0.7% |