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 | $248,739 | $98,750+151.9% | $149,696+66.2% | $79,858+211.5% |
| Participation rate | 91.5% | 75.8%+15.8pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 17.90% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $9,261 | $3,216+187.9% | $4,644+99.4% | $2,471+274.8% |
| Participant deferral / active EE | $7,204 | $5,680+26.8% | $6,842+5.3% | $3,740+92.6% |
| Admin fee / account holder | $708 | $6,053-88.3% | $9,309-92.4% | $5,306-86.7% |