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 | $189,966 | $117,983+61.0% | $101,794+86.6% | $142,382+33.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 13.56% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,398 | $2,773+22.6% | $2,289+48.5% | $4,299-20.9% |
| Participant deferral / active EE | $7,244 | $4,714+53.7% | $4,084+77.4% | $6,507+11.3% |
| Admin fee / account holder | $60,499 | $10,433+479.9% | $8,777+589.3% | $12,624+379.2% |