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 | $212,638 | $78,422+171.1% | $95,952+121.6% | $79,858+166.3% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 25.08% | 19.37%+5.7pp | 91.61%-66.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $6,220 | $1,945+219.8% | $2,541+144.8% | $2,471+151.7% |
| Participant deferral / active EE | $3,940 | $3,440+14.5% | $4,167-5.4% | $3,740+5.4% |
| Admin fee / account holder | $26,073 | $5,622+363.8% | $6,795+283.7% | $5,306+391.4% |