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 | $206,416 | $153,772+34.2% | $133,980+54.1% | $273,961-24.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.34% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $9,553 | $6,029+58.5% | $5,211+83.3% | $4,869+96.2% |
| Participant deferral / active EE | $7,355 | $6,958+5.7% | $6,282+17.1% | $5,287+39.1% |
| Admin fee / account holder | $1,608 | $11,765-86.3% | $9,324-82.8% | $10,132-84.1% |