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 | $198,787 | $78,422+153.5% | $95,952+107.2% | $79,858+148.9% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 11.03% | 19.37%-8.3pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,143 | $1,945+10.2% | $2,541-15.7% | $2,471-13.3% |
| Participant deferral / active EE | $4,202 | $3,440+22.1% | $4,167+0.8% | $3,740+12.3% |
| Admin fee / account holder | $6,743 | $5,622+19.9% | $6,795-0.8% | $5,306+27.1% |