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 | $201,415 | $109,881+83.3% | $150,045+34.2% | $84,808+137.5% |
| Participation rate | 93.5% | 76.1%+17.4pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 15.26% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,702 | $3,561+32.0% | $4,693+0.2% | $2,631+78.7% |
| Participant deferral / active EE | $15,754 | $6,636+137.4% | $7,997+97.0% | $4,212+274.1% |
| Admin fee / account holder | $29,554 | $8,568+244.9% | $13,435+120.0% | $7,344+302.4% |