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 | $205,689 | $123,793+66.2% | $177,821+15.7% | $79,858+157.6% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 21.23% | 22.82%-1.6pp | 48.32%-27.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,555 | $4,095-13.2% | $5,918-39.9% | $2,471+43.9% |
| Participant deferral / active EE | $18,548 | $5,956+211.4% | $7,714+140.4% | $3,740+395.9% |
| Admin fee / account holder | $16,576 | $7,243+128.9% | $12,427+33.4% | $5,306+212.4% |