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 | $243,439 | $80,673+201.8% | $101,326+140.3% | $84,808+187.0% |
| Participation rate | 93.5% | 77.8%+15.8pp | 81.5%+12.1pp | 68.3%+25.2pp |
| Annual return | 18.02% | 38.95%-20.9pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $13,634 | $2,698+405.4% | $3,665+272.0% | $2,631+418.2% |
| Participant deferral / active EE | $11,377 | $6,840+66.3% | $7,994+42.3% | $4,212+170.1% |
| Admin fee / account holder | $3,977 | $12,784-68.9% | $11,185-64.4% | $7,344-45.8% |