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 | $240,331 | $159,602+50.6% | $150,045+60.2% | $142,382+68.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 19.38% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,742 | $4,961-24.6% | $4,693-20.3% | $4,299-13.0% |
| Participant deferral / active EE | $9,599 | $8,310+15.5% | $7,997+20.0% | $6,507+47.5% |
| Admin fee / account holder | $3,483 | $14,846-76.5% | $13,435-74.1% | $12,624-72.4% |