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 | $205,745 | $78,422+162.4% | $95,952+114.4% | $79,858+157.6% |
| Participation rate | 79.6% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+10.0pp |
| Annual return | 19.06% | 19.37%-0.3pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,417 | $1,945-27.2% | $2,541-44.2% | $2,471-42.7% |
| Participant deferral / active EE | $5,759 | $3,440+67.4% | $4,167+38.2% | $3,740+54.0% |
| Admin fee / account holder | $4,962 | $5,622-11.7% | $6,795-27.0% | $5,306-6.5% |