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 | $217,986 | $185,822+17.3% | $169,993+28.2% | $139,434+56.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 16.46% | 60.50%-44.0pp | 53.37%-36.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $6,831 | $7,590-10.0% | $6,785+0.7% | $4,751+43.8% |
| Participant deferral / active EE | $8,539 | $11,622-26.5% | $10,408-18.0% | $6,710+27.3% |
| Admin fee / account holder | $3,239 | $15,381-78.9% | $12,815-74.7% | $11,403-71.6% |