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 | $220,632 | $101,724+116.9% | $164,813+33.9% | $80,856+172.9% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.6%+27.0pp |
| Annual return | 14.71% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $6,516 | $2,953+120.6% | $4,341+50.1% | $2,755+136.5% |
| Participant deferral / active EE | $19,097 | $4,477+326.5% | $6,031+216.6% | $4,296+344.6% |
| Admin fee / account holder | $83,457 | $8,227+914.4% | $12,690+557.7% | $6,918+1106.4% |