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 | $213,613 | $81,208+163.0% | $98,907+116.0% | $79,858+167.5% |
| Participation rate | 95.5% | 72.5%+22.9pp | 76.0%+19.4pp | 69.6%+25.8pp |
| Annual return | 17.32% | 60.99%-43.7pp | 196.43%-179.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,833 | $1,960-6.5% | $2,689-31.8% | $2,471-25.8% |
| Participant deferral / active EE | $7,044 | $3,265+115.8% | $4,244+66.0% | $3,740+88.3% |
| Admin fee / account holder | $5,423 | $6,013-9.8% | $6,642-18.3% | $5,306+2.2% |