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 | $186,512 | $89,355+108.7% | $141,162+32.1% | $72,985+155.5% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 22.15% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,608 | $3,114+15.9% | $4,735-23.8% | $2,440+47.9% |
| Participant deferral / active EE | $11,203 | $5,418+106.8% | $6,709+67.0% | $3,607+210.6% |
| Admin fee / account holder | $9,273 | $5,958+55.6% | $10,261-9.6% | $5,124+81.0% |