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 | $228,928 | $109,881+108.3% | $150,045+52.6% | $84,808+169.9% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.8pp | 68.3%+19.9pp |
| Annual return | 19.19% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,173 | $3,561+45.3% | $4,693+10.2% | $2,631+96.6% |
| Participant deferral / active EE | $14,133 | $6,636+113.0% | $7,997+76.7% | $4,212+235.6% |
| Admin fee / account holder | $10,705 | $8,568+24.9% | $13,435-20.3% | $7,344+45.8% |