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 | $199,128 | $198,466+0.3% | $170,442+16.8% | $147,584+34.9% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 11.52% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,755 | $6,184-55.4% | $5,433-49.3% | $4,876-43.5% |
| Participant deferral / active EE | $5,750 | $5,629+2.1% | $4,939+16.4% | $5,439+5.7% |
| Admin fee / account holder | $3,104 | $16,852-81.6% | $13,880-77.6% | $10,885-71.5% |