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 | $191,263 | $177,572+7.7% | $154,803+23.6% | $142,382+34.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 18.78% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,465 | $4,810-7.2% | $4,305+3.7% | $4,299+3.9% |
| Participant deferral / active EE | $13,098 | $6,272+108.8% | $5,540+136.4% | $6,507+101.3% |
| Admin fee / account holder | $5,185 | $16,786-69.1% | $14,329-63.8% | $12,624-58.9% |