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 | $218,788 | $98,750+121.6% | $149,696+46.2% | $79,858+174.0% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.8pp |
| Annual return | 14.92% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $829 | $3,216-74.2% | $4,644-82.2% | $2,471-66.5% |
| Participant deferral / active EE | $9,748 | $5,680+71.6% | $6,842+42.5% | $3,740+160.6% |
| Admin fee / account holder | $6,407 | $6,053+5.9% | $9,309-31.2% | $5,306+20.7% |