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 | $223,193 | $109,881+103.1% | $150,045+48.8% | $84,808+163.2% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,594 | $3,561+57.1% | $4,693+19.2% | $2,631+112.6% |
| Participant deferral / active EE | $8,980 | $6,636+35.3% | $7,997+12.3% | $4,212+113.2% |
| Admin fee / account holder | $1,972 | $8,568-77.0% | $13,435-85.3% | $7,344-73.1% |