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 | $194,560 | $79,944+143.4% | $98,439+97.6% | $75,163+158.8% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.8pp |
| Annual return | 13.37% | 19.75%-6.4pp | 21.16%-7.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,390 | $2,264+49.7% | $3,048+11.2% | $2,670+27.0% |
| Participant deferral / active EE | $4,642 | $3,752+23.7% | $4,738-2.0% | $4,125+12.5% |
| Admin fee / account holder | $5,245 | $6,840-23.3% | $8,948-41.4% | $5,651-7.2% |