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 | $190,712 | $165,335+15.3% | $149,696+27.4% | $158,922+20.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 20.32% | 348.15%-327.8pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $5,335 | $5,103+4.6% | $4,644+14.9% | $4,761+12.1% |
| Participant deferral / active EE | $10,216 | $7,181+42.3% | $6,842+49.3% | $5,982+70.8% |
| Admin fee / account holder | $3,546 | $10,807-67.2% | $9,309-61.9% | $11,246-68.5% |