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 | $192,681 | $109,881+75.4% | $150,045+28.4% | $84,808+127.2% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,808 | $3,561+63.1% | $4,693+23.8% | $2,631+120.8% |
| Participant deferral / active EE | $14,223 | $6,636+114.3% | $7,997+77.8% | $4,212+237.7% |
| Admin fee / account holder | $31,960 | $8,568+273.0% | $13,435+137.9% | $7,344+335.2% |