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 | $248,509 | $165,335+50.3% | $149,696+66.0% | $158,922+56.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.84% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $6,424 | $5,103+25.9% | $4,644+38.3% | $4,761+34.9% |
| Participant deferral / active EE | $8,169 | $7,181+13.8% | $6,842+19.4% | $5,982+36.6% |
| Admin fee / account holder | $8,406 | $10,807-22.2% | $9,309-9.7% | $11,246-25.2% |