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 | $239,542 | $109,413+118.9% | $156,263+53.3% | $84,808+182.5% |
| Participation rate | 79.2% | 72.7%+6.5pp | 78.9%+0.3pp | 68.3%+10.9pp |
| Annual return | 15.92% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,943 | $4,590+51.3% | $6,158+12.7% | $4,212+64.9% |
| Admin fee / account holder | $6,566 | $9,357-29.8% | $14,255-53.9% | $7,344-10.6% |