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 | $194,424 | $148,978+30.5% | $200,582-3.1% | $84,808+129.3% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 33.36% | 28.16%+5.2pp | 42.33%-9.0pp | 40.90%-7.5pp |
| Employer contribution / active EE | $8,859 | $4,815+84.0% | $6,419+38.0% | $2,631+236.7% |
| Participant deferral / active EE | $7,097 | $7,142-0.6% | $9,331-23.9% | $4,212+68.5% |
| Admin fee / account holder | $21,011 | $13,977+50.3% | $16,305+28.9% | $7,344+186.1% |