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 | $244,915 | $99,985+145.0% | $146,665+67.0% | $85,850+185.3% |
| Participation rate | 88.9% | 73.1%+15.8pp | 80.1%+8.8pp | 69.3%+19.6pp |
| Annual return | 13.07% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,822 | $2,559+10.3% | $4,136-31.8% | $2,565+10.0% |
| Participant deferral / active EE | $9,262 | $4,006+131.2% | $5,506+68.2% | $3,952+134.4% |
| Admin fee / account holder | $27,699 | $7,702+259.6% | $10,280+169.5% | $6,260+342.5% |