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 | $207,836 | $77,314+168.8% | $177,989+16.8% | $80,856+157.0% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.2pp | 67.6%+8.2pp |
| Annual return | 11.24% | 18.09%-6.9pp | 294.48%-283.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,387 | $2,292+135.0% | $3,949+36.4% | $2,755+95.6% |
| Participant deferral / active EE | $11,471 | $4,411+160.1% | $6,276+82.8% | $4,296+167.0% |
| Admin fee / account holder | $56,265 | $7,191+682.5% | $10,363+442.9% | $6,918+713.3% |