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 | $226,383 | $81,208+178.8% | $98,907+128.9% | $79,858+183.5% |
| Participation rate | 89.3% | 72.5%+16.8pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 16.96% | 60.99%-44.0pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,948 | $1,960+50.4% | $2,689+9.6% | $2,471+19.3% |
| Participant deferral / active EE | $6,852 | $3,265+109.9% | $4,244+61.4% | $3,740+83.2% |
| Admin fee / account holder | $9,607 | $6,013+59.8% | $6,642+44.7% | $5,306+81.1% |