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 | $204,739 | $118,680+72.5% | $98,907+107.0% | $158,922+28.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 15.83% | 372.35%-356.5pp | 196.43%-180.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,931 | $3,333-12.1% | $2,689+9.0% | $4,761-38.4% |
| Participant deferral / active EE | $11,834 | $5,088+132.6% | $4,244+178.8% | $5,982+97.8% |
| Admin fee / account holder | $7,799 | $10,131-23.0% | $6,642+17.4% | $11,246-30.7% |