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 | $210,771 | $94,625+122.7% | $116,228+81.3% | $84,808+148.5% |
| Participation rate | 91.4% | 70.4%+20.9pp | 74.6%+16.8pp | 68.3%+23.1pp |
| Annual return | 18.04% | 20.40%-2.4pp | 90.06%-72.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,752 | $2,347-25.3% | $2,994-41.5% | $2,631-33.4% |
| Participant deferral / active EE | $10,048 | $3,972+153.0% | $4,953+102.9% | $4,212+138.6% |
| Admin fee / account holder | $16,435 | $10,091+62.9% | $11,989+37.1% | $7,344+123.8% |