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 | $247,849 | $63,861+288.1% | $104,607+136.9% | $79,858+210.4% |
| Participation rate | 90.0% | 64.9%+25.1pp | 74.1%+15.9pp | 69.6%+20.4pp |
| Annual return | 19.93% | 21.30%-1.4pp | 340.46%-320.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $670 | $1,588-57.8% | $2,681-75.0% | $2,471-72.9% |
| Participant deferral / active EE | $5,403 | $2,693+100.6% | $3,740+44.5% | $3,740+44.5% |
| Admin fee / account holder | $6,103 | $4,185+45.8% | $6,473-5.7% | $5,306+15.0% |