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 | $217,966 | $117,381+85.7% | $99,443+119.2% | $152,861+42.6% |
| Participation rate | 95.7% | 77.5%+18.1pp | 73.8%+21.8pp | 82.4%+13.2pp |
| Annual return | 22.36% | 31.87%-9.5pp | 30.72%-8.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,656 | $3,013-11.8% | $2,540+4.6% | $4,762-44.2% |
| Participant deferral / active EE | $8,606 | $4,086+110.6% | $3,619+137.8% | $5,850+47.1% |
| Admin fee / account holder | $22,232 | $7,631+191.3% | $6,250+255.7% | $11,596+91.7% |