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 | $217,108 | $72,277+200.4% | $101,248+114.4% | $79,858+171.9% |
| Participation rate | 94.6% | 68.5%+26.1pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 13.97% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,836 | $2,692+5.4% | $3,660-22.5% | $2,471+14.8% |
| Participant deferral / active EE | $9,396 | $3,282+186.3% | $4,370+115.0% | $3,740+151.2% |
| Admin fee / account holder | $1,057 | $4,400-76.0% | $5,945-82.2% | $5,306-80.1% |