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 | $212,943 | $101,724+109.3% | $164,813+29.2% | $80,856+163.4% |
| Participation rate | 78.4% | 71.8%+6.5pp | 78.6%-0.3pp | 67.6%+10.7pp |
| Annual return | 16.74% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,530 | $2,953+19.5% | $4,341-18.7% | $2,755+28.1% |
| Participant deferral / active EE | $11,809 | $4,477+163.8% | $6,031+95.8% | $4,296+174.9% |
| Admin fee / account holder | $5,800 | $8,227-29.5% | $12,690-54.3% | $6,918-16.2% |