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 | $225,341 | $81,248+177.3% | $155,509+44.9% | $80,856+178.7% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 11.11% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,665 | $3,100+18.2% | $4,672-21.6% | $2,755+33.0% |
| Participant deferral / active EE | $10,159 | $3,452+194.3% | $5,626+80.6% | $4,296+136.5% |
| Admin fee / account holder | $33,195 | $7,997+315.1% | $15,912+108.6% | $6,918+379.8% |