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 | $229,442 | $77,503+196.0% | $100,391+128.5% | $80,856+183.8% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 25.50% | 37.20%-11.7pp | 49.20%-23.7pp | 35.59%-10.1pp |
| Employer contribution / active EE | $3,120 | $2,801+11.4% | $3,942-20.8% | $2,755+13.3% |
| Participant deferral / active EE | $11,014 | $6,820+61.5% | $8,082+36.3% | $4,296+156.4% |
| Admin fee / account holder | $18,022 | $5,897+205.6% | $7,899+128.1% | $6,918+160.5% |