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 | $206,358 | $59,101+249.2% | $77,163+167.4% | $75,163+174.5% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 16.28% | 26.71%-10.4pp | 37.87%-21.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,660 | $1,995+83.4% | $2,535+44.4% | $2,670+37.1% |
| Participant deferral / active EE | $7,120 | $2,999+137.4% | $3,833+85.7% | $4,125+72.6% |
| Admin fee / account holder | $28,429 | $4,774+495.5% | $5,472+419.5% | $5,651+403.1% |