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 | $214,212 | $109,881+94.9% | $150,045+42.8% | $84,808+152.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 19.90% | 28.25%-8.3pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,153 | $3,561-11.5% | $4,693-32.8% | $2,631+19.8% |
| Participant deferral / active EE | $5,813 | $6,636-12.4% | $7,997-27.3% | $4,212+38.0% |
| Admin fee / account holder | $2,047 | $8,568-76.1% | $13,435-84.8% | $7,344-72.1% |