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 | $184,207 | $80,717+128.2% | $154,803+19.0% | $84,808+117.2% |
| Participation rate | 76.0% | 66.8%+9.2pp | 78.1%-2.1pp | 68.3%+7.7pp |
| Annual return | 15.11% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,423 | $2,761+132.6% | $4,305+49.2% | $2,631+144.1% |
| Participant deferral / active EE | $5,716 | $3,303+73.1% | $5,540+3.2% | $4,212+35.7% |
| Admin fee / account holder | $2,917 | $6,746-56.8% | $14,329-79.6% | $7,344-60.3% |