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 | $213,687 | $89,355+139.1% | $141,162+51.4% | $72,985+192.8% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 21.73% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,600 | $3,114+47.7% | $4,735-2.8% | $2,440+88.5% |
| Participant deferral / active EE | $9,420 | $5,418+73.9% | $6,709+40.4% | $3,607+161.1% |
| Admin fee / account holder | $24,271 | $5,958+307.4% | $10,261+136.5% | $5,124+373.6% |