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 | $216,771 | $77,899+178.3% | $149,673+44.8% | $75,163+188.4% |
| Participation rate | 98.0% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.8pp |
| Annual return | 15.24% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $8,831 | $3,137+181.5% | $4,818+83.3% | $2,670+230.8% |
| Participant deferral / active EE | $13,402 | $3,411+292.9% | $5,680+135.9% | $4,125+224.9% |
| Admin fee / account holder | $23,484 | $5,956+294.3% | $13,210+77.8% | $5,651+315.6% |