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 | $193,459 | $89,355+116.5% | $141,162+37.0% | $72,985+165.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 27.65% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.4pp |
| Employer contribution / active EE | $4,142 | $3,114+33.0% | $4,735-12.5% | $2,440+69.7% |
| Participant deferral / active EE | $11,331 | $5,418+109.1% | $6,709+68.9% | $3,607+214.1% |
| Admin fee / account holder | $7,947 | $5,958+33.4% | $10,261-22.5% | $5,124+55.1% |