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 | $248,533 | $198,466+25.2% | $170,442+45.8% | $147,584+68.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.00% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,634 | $6,184-73.6% | $5,433-69.9% | $4,876-66.5% |
| Participant deferral / active EE | $3,178 | $5,629-43.6% | $4,939-35.7% | $5,439-41.6% |
| Admin fee / account holder | $11,655 | $16,852-30.8% | $13,880-16.0% | $10,885+7.1% |