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 | $236,383 | $93,571+152.6% | $135,903+73.9% | $75,163+214.5% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 20.45% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,746 | $3,537+62.5% | $4,856+18.3% | $2,670+115.2% |
| Participant deferral / active EE | $16,398 | $6,404+156.1% | $7,758+111.4% | $4,125+297.5% |
| Admin fee / account holder | $5,160 | $6,975-26.0% | $10,762-52.1% | $5,651-8.7% |