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 | $224,080 | $95,803+133.9% | $113,168+98.0% | $84,808+164.2% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 13.84% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,371 | $2,360+0.4% | $2,975-20.3% | $2,631-9.9% |
| Participant deferral / active EE | $9,321 | $4,242+119.7% | $5,107+82.5% | $4,212+121.3% |
| Admin fee / account holder | $2,943 | $8,989-67.3% | $12,068-75.6% | $7,344-59.9% |