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 | $195,891 | $71,050+175.7% | $93,606+109.3% | $80,856+142.3% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 16.44% | 11.26%+5.2pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,598 | $1,564+66.1% | $2,420+7.4% | $2,755-5.7% |
| Participant deferral / active EE | $6,128 | $4,034+51.9% | $4,411+38.9% | $4,296+42.6% |
| Admin fee / account holder | $1,728 | $6,945-75.1% | $8,285-79.1% | $6,918-75.0% |