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 | $199,316 | $80,717+146.9% | $154,803+28.8% | $84,808+135.0% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 16.94% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $875 | $2,761-68.3% | $4,305-79.7% | $2,631-66.7% |
| Participant deferral / active EE | $6,132 | $3,303+85.6% | $5,540+10.7% | $4,212+45.6% |
| Admin fee / account holder | $1,205 | $6,746-82.1% | $14,329-91.6% | $7,344-83.6% |