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 | $223,632 | $86,929+157.3% | $102,423+118.3% | $80,856+176.6% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 16.46% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,128 | $2,369-10.2% | $3,023-29.6% | $2,755-22.8% |
| Participant deferral / active EE | $6,722 | $4,118+63.2% | $5,053+33.0% | $4,296+56.5% |
| Admin fee / account holder | $1,909 | $8,049-76.3% | $9,451-79.8% | $6,918-72.4% |