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 | $213,090 | $125,758+69.4% | $169,993+25.4% | $75,163+183.5% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 19.33% | 27.20%-7.9pp | 53.37%-34.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $5,576 | $4,615+20.8% | $6,785-17.8% | $2,670+108.8% |
| Participant deferral / active EE | $19,221 | $6,837+181.1% | $10,408+84.7% | $4,125+366.0% |
| Admin fee / account holder | $9,540 | $8,173+16.7% | $12,815-25.6% | $5,651+68.8% |