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 | $205,246 | $109,881+86.8% | $150,045+36.8% | $84,808+142.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.48% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,719 | $3,561+4.4% | $4,693-20.8% | $2,631+41.4% |
| Participant deferral / active EE | $2,597 | $6,636-60.9% | $7,997-67.5% | $4,212-38.3% |
| Admin fee / account holder | $14,781 | $8,568+72.5% | $13,435+10.0% | $7,344+101.3% |