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 | $243,567 | $91,190+167.1% | $178,490+36.5% | $79,858+205.0% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 14.60% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $10,729 | $3,256+229.5% | $5,011+114.1% | $2,471+334.2% |
| Participant deferral / active EE | $7,672 | $3,236+137.1% | $5,202+47.5% | $3,740+105.1% |
| Admin fee / account holder | $3,475 | $6,751-48.5% | $13,984-75.1% | $5,306-34.5% |