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 | $243,840 | $86,929+180.5% | $102,423+138.1% | $80,856+201.6% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.9pp |
| Annual return | 14.10% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,239 | $2,369+36.7% | $3,023+7.1% | $2,755+17.6% |
| Participant deferral / active EE | $6,807 | $4,118+65.3% | $5,053+34.7% | $4,296+58.4% |
| Admin fee / account holder | $17,324 | $8,049+115.2% | $9,451+83.3% | $6,918+150.4% |