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 | $202,747 | $177,572+14.2% | $154,803+31.0% | $142,382+42.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 15.01% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,413 | $4,810+54.1% | $4,305+72.2% | $4,299+72.4% |
| Participant deferral / active EE | $3,362 | $6,272-46.4% | $5,540-39.3% | $6,507-48.3% |
| Admin fee / account holder | $4,685 | $16,786-72.1% | $14,329-67.3% | $12,624-62.9% |