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 | $237,672 | $123,793+92.0% | $177,821+33.7% | $79,858+197.6% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 17.45% | 22.82%-5.4pp | 48.32%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $13,517 | $4,095+230.1% | $5,918+128.4% | $2,471+447.1% |
| Participant deferral / active EE | $16,944 | $5,956+184.5% | $7,714+119.7% | $3,740+353.0% |
| Admin fee / account holder | $7,893 | $7,243+9.0% | $12,427-36.5% | $5,306+48.7% |