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 | $241,523 | $109,881+119.8% | $150,045+61.0% | $84,808+184.8% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 21.12% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,718 | $3,561-51.8% | $4,693-63.4% | $2,631-34.7% |
| Participant deferral / active EE | $11,679 | $6,636+76.0% | $7,997+46.0% | $4,212+177.3% |
| Admin fee / account holder | $11,297 | $8,568+31.8% | $13,435-15.9% | $7,344+53.8% |