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 | $196,824 | $84,556+132.8% | $116,228+69.3% | $74,304+164.9% |
| Participation rate | 83.3% | 66.0%+17.3pp | 74.6%+8.8pp | 60.3%+23.0pp |
| Annual return | 13.24% | 18.35%-5.1pp | 90.06%-76.8pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,814 | $2,168-16.3% | $2,994-39.4% | $2,241-19.1% |
| Participant deferral / active EE | $4,538 | $3,814+19.0% | $4,953-8.4% | $3,767+20.5% |
| Admin fee / account holder | $20,961 | $3,792+452.8% | $11,989+74.8% | $2,969+606.0% |