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 | $218,913 | $165,335+32.4% | $149,696+46.2% | $158,922+37.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.40% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $28,210 | $5,103+452.8% | $4,644+507.4% | $4,761+492.5% |
| Participant deferral / active EE | $12,151 | $7,181+69.2% | $6,842+77.6% | $5,982+103.1% |
| Admin fee / account holder | $14,750 | $10,807+36.5% | $9,309+58.5% | $11,246+31.2% |