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 | $205,911 | $109,881+87.4% | $150,045+37.2% | $84,808+142.8% |
| Participation rate | 94.6% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 19.75% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $4,346 | $3,561+22.0% | $4,693-7.4% | $2,631+65.2% |
| Participant deferral / active EE | $9,478 | $6,636+42.8% | $7,997+18.5% | $4,212+125.1% |
| Admin fee / account holder | $1,953 | $8,568-77.2% | $13,435-85.5% | $7,344-73.4% |