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 | $239,118 | $177,572+34.7% | $154,803+54.5% | $142,382+67.9% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 16.15% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,773 | $4,810-42.4% | $4,305-35.6% | $4,299-35.5% |
| Participant deferral / active EE | $4,951 | $6,272-21.1% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $9,810 | $16,786-41.6% | $14,329-31.5% | $12,624-22.3% |