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 | $210,479 | $109,413+92.4% | $156,263+34.7% | $84,808+148.2% |
| Participation rate | 95.0% | 72.7%+22.3pp | 78.9%+16.1pp | 68.3%+26.7pp |
| Annual return | 20.55% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $6,523 | $2,907+124.4% | $4,333+50.5% | $2,631+147.9% |
| Participant deferral / active EE | $17,942 | $4,590+290.9% | $6,158+191.3% | $4,212+326.0% |
| Admin fee / account holder | $25,920 | $9,357+177.0% | $14,255+81.8% | $7,344+253.0% |