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 | $232,255 | $214,378+8.3% | $200,582+15.8% | $142,382+63.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 11.98% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $5,931 | $6,841-13.3% | $6,419-7.6% | $4,299+38.0% |
| Participant deferral / active EE | $5,709 | $9,865-42.1% | $9,331-38.8% | $6,507-12.3% |
| Admin fee / account holder | $148,434 | $17,692+739.0% | $16,305+810.4% | $12,624+1075.8% |