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 9-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 | $242,181 | $152,587+58.7% | $125,175+93.5% | $152,861+58.4% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.36% | 54.84%-35.5pp | 43.79%-24.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,852 | $4,946-22.1% | $3,865-0.3% | $4,762-19.1% |
| Participant deferral / active EE | $8,220 | $5,868+40.1% | $4,937+66.5% | $5,850+40.5% |
| Admin fee / account holder | $10,578 | $13,434-21.3% | $9,702+9.0% | $11,596-8.8% |