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 | $191,591 | $159,901+19.8% | $146,958+30.4% | $145,922+31.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 17.06% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,741 | $5,286+8.6% | $4,933+16.4% | $4,660+23.2% |
| Participant deferral / active EE | $12,283 | $8,428+45.7% | $8,070+52.2% | $6,688+83.7% |
| Admin fee / account holder | $868 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |