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 | $218,696 | $87,013+151.3% | $106,213+105.9% | $80,856+170.5% |
| Participation rate | 94.2% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 14.01% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,518 | $2,395+172.1% | $3,171+105.5% | $2,755+136.6% |
| Participant deferral / active EE | $12,611 | $3,986+216.4% | $5,016+151.4% | $4,296+193.6% |
| Admin fee / account holder | $90,530 | $8,431+973.7% | $11,033+720.5% | $6,918+1208.6% |