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 | $213,697 | $95,803+123.1% | $113,168+88.8% | $84,808+152.0% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 13.66% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,643 | $2,360+181.5% | $2,975+123.3% | $2,631+152.5% |
| Participant deferral / active EE | $10,149 | $4,242+139.3% | $5,107+98.7% | $4,212+141.0% |
| Admin fee / account holder | $42,386 | $8,989+371.5% | $12,068+251.2% | $7,344+477.2% |