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 | $249,302 | $165,335+50.8% | $149,696+66.5% | $158,922+56.9% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 13.42% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $5,914 | $5,103+15.9% | $4,644+27.3% | $4,761+24.2% |
| Participant deferral / active EE | $11,600 | $7,181+61.5% | $6,842+69.5% | $5,982+93.9% |
| Admin fee / account holder | $2,136 | $10,807-80.2% | $9,309-77.1% | $11,246-81.0% |