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 | $229,727 | $210,648+9.1% | $177,989+29.1% | $145,922+57.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 15.98% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,659 | $4,565-41.7% | $3,949-32.7% | $4,660-42.9% |
| Participant deferral / active EE | $8,748 | $6,958+25.7% | $6,276+39.4% | $6,688+30.8% |
| Admin fee / account holder | $7,099 | $12,013-40.9% | $10,363-31.5% | $13,397-47.0% |