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 | $209,756 | $109,359+91.8% | $162,163+29.3% | $72,985+187.4% |
| Participation rate | 78.6% | 84.3%-5.7pp | 87.6%-9.0pp | 69.5%+9.1pp |
| Annual return | 20.11% | 25.46%-5.3pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $6,713 | $3,907+71.8% | $5,614+19.6% | $2,440+175.1% |
| Participant deferral / active EE | $8,430 | $5,481+53.8% | $7,298+15.5% | $3,607+133.7% |
| Admin fee / account holder | $27,222 | $7,972+241.5% | $10,843+151.1% | $5,124+431.2% |