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 | $230,854 | $109,881+110.1% | $150,045+53.9% | $84,808+172.2% |
| Participation rate | 98.4% | 76.1%+22.3pp | 82.3%+16.1pp | 68.3%+30.1pp |
| Annual return | 20.81% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $13,943 | $3,561+291.5% | $4,693+197.1% | $2,631+430.0% |
| Participant deferral / active EE | $10,639 | $6,636+60.3% | $7,997+33.0% | $4,212+152.6% |
| Admin fee / account holder | $2,965 | $8,568-65.4% | $13,435-77.9% | $7,344-59.6% |