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 | $222,608 | $183,519+21.3% | $155,509+43.1% | $145,922+52.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.63% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,149 | $5,313+15.7% | $4,672+31.6% | $4,660+32.0% |
| Participant deferral / active EE | $4,244 | $6,462-34.3% | $5,626-24.6% | $6,688-36.5% |
| Admin fee / account holder | $4,770 | $19,313-75.3% | $15,912-70.0% | $13,397-64.4% |