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 | $197,771 | $89,753+120.3% | $107,525+83.9% | $84,808+133.2% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.2pp |
| Annual return | 16.39% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,418 | $3,113+9.8% | $3,754-8.9% | $2,631+29.9% |
| Participant deferral / active EE | $9,442 | $4,056+132.8% | $5,116+84.6% | $4,212+124.2% |
| Admin fee / account holder | $46,538 | $7,222+544.4% | $8,919+421.8% | $7,344+533.7% |