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 | $199,386 | $81,248+145.4% | $155,509+28.2% | $80,856+146.6% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 15.83% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $8,327 | $3,100+168.6% | $4,672+78.2% | $2,755+202.3% |
| Participant deferral / active EE | $5,138 | $3,452+48.9% | $5,626-8.7% | $4,296+19.6% |
| Admin fee / account holder | $3,315 | $7,997-58.5% | $15,912-79.2% | $6,918-52.1% |