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 | $243,908 | $90,745+168.8% | $130,231+87.3% | $75,163+224.5% |
| Participation rate | 92.3% | 71.1%+21.3pp | 76.3%+16.0pp | 67.2%+25.1pp |
| Annual return | 21.28% | 34.45%-13.2pp | 38.77%-17.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $11,686 | $3,314+252.6% | $4,126+183.2% | $2,670+337.7% |
| Participant deferral / active EE | $13,982 | $5,362+160.8% | $6,799+105.7% | $4,125+239.0% |
| Admin fee / account holder | $26,998 | $6,331+326.4% | $6,020+348.5% | $5,651+377.8% |