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 | $239,188 | $98,750+142.2% | $149,696+59.8% | $79,858+199.5% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 18.92% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,113 | $3,216-34.3% | $4,644-54.5% | $2,471-14.5% |
| Participant deferral / active EE | $8,172 | $5,680+43.9% | $6,842+19.4% | $3,740+118.5% |
| Admin fee / account holder | $7,584 | $6,053+25.3% | $9,309-18.5% | $5,306+42.9% |