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 | $230,667 | $138,347+66.7% | $184,203+25.2% | $80,856+185.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.92% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,362 | $4,850-30.7% | $6,427-47.7% | $2,755+22.0% |
| Participant deferral / active EE | $7,931 | $7,071+12.2% | $9,131-13.1% | $4,296+84.6% |
| Admin fee / account holder | $8,454 | $10,483-19.4% | $13,901-39.2% | $6,918+22.2% |