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 | $191,274 | $109,982+73.9% | $97,226+96.7% | $145,922+31.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 14.07% | 242.90%-228.8pp | 75.13%-61.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,750 | $3,084-10.8% | $2,729+0.8% | $4,660-41.0% |
| Participant deferral / active EE | $4,357 | $4,676-6.8% | $4,264+2.2% | $6,688-34.9% |
| Admin fee / account holder | $5,481 | $6,221-11.9% | $5,654-3.1% | $13,397-59.1% |