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 | $198,798 | $65,365+204.1% | $92,893+114.0% | $72,985+172.4% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 21.22% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $14,250 | $2,594+449.3% | $3,653+290.1% | $2,440+484.0% |
| Participant deferral / active EE | $9,465 | $3,128+202.6% | $4,236+123.4% | $3,607+162.4% |
| Admin fee / account holder | $17,004 | $4,251+300.0% | $5,794+193.5% | $5,124+231.8% |