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 | $233,121 | $77,634+200.3% | $156,549+48.9% | $62,891+270.7% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | 9.12% | 50.32%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $7,903 | $3,444+129.5% | $5,501+43.7% | $2,281+246.5% |
| Participant deferral / active EE | $6,102 | $3,045+100.4% | $4,871+25.3% | $3,203+90.5% |
| Admin fee / account holder | $3,108 | $5,561-44.1% | $13,027-76.1% | $4,296-27.6% |