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 | $228,250 | $109,881+107.7% | $150,045+52.1% | $84,808+169.1% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 18.11% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,858 | $3,561+36.4% | $4,693+3.5% | $2,631+84.6% |
| Participant deferral / active EE | $12,996 | $6,636+95.8% | $7,997+62.5% | $4,212+208.6% |
| Admin fee / account holder | $966 | $8,568-88.7% | $13,435-92.8% | $7,344-86.9% |