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 | $220,021 | $98,750+122.8% | $149,696+47.0% | $79,858+175.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 25.54% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $3,832 | $3,216+19.1% | $4,644-17.5% | $2,471+55.1% |
| Participant deferral / active EE | $6,005 | $5,680+5.7% | $6,842-12.2% | $3,740+60.6% |
| Admin fee / account holder | $3,431 | $6,053-43.3% | $9,309-63.1% | $5,306-35.3% |