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 | $243,387 | $185,822+31.0% | $169,993+43.2% | $139,434+74.6% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 15.70% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,913 | $7,590-61.6% | $6,785-57.1% | $4,751-38.7% |
| Participant deferral / active EE | $4,053 | $11,622-65.1% | $10,408-61.1% | $6,710-39.6% |
| Admin fee / account holder | $6,248 | $15,381-59.4% | $12,815-51.2% | $11,403-45.2% |