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 | $213,357 | $114,381+86.5% | $107,525+98.4% | $142,382+49.8% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 13.08% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,462 | $4,015+61.0% | $3,754+72.2% | $4,299+50.3% |
| Participant deferral / active EE | $14,801 | $5,564+166.0% | $5,116+189.3% | $6,507+127.5% |
| Admin fee / account holder | $23,101 | $9,860+134.3% | $8,919+159.0% | $12,624+83.0% |