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 | $195,402 | $68,719+184.4% | $91,541+113.5% | $84,808+130.4% |
| Participation rate | 86.4% | 64.5%+21.9pp | 69.8%+16.6pp | 68.3%+18.1pp |
| Annual return | 16.22% | 19.12%-2.9pp | 20.50%-4.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,295 | $1,920+123.7% | $2,505+71.5% | $2,631+63.2% |
| Participant deferral / active EE | $4,374 | $3,136+39.5% | $4,008+9.1% | $4,212+3.9% |
| Admin fee / account holder | $25,057 | $5,786+333.0% | $6,956+260.2% | $7,344+241.2% |