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 | $220,641 | $109,413+101.7% | $156,263+41.2% | $84,808+160.2% |
| Participation rate | 88.7% | 72.7%+16.0pp | 78.9%+9.8pp | 68.3%+20.4pp |
| Annual return | 16.35% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,014 | $2,907+72.5% | $4,333+15.7% | $2,631+90.6% |
| Participant deferral / active EE | $10,542 | $4,590+129.7% | $6,158+71.2% | $4,212+150.3% |
| Admin fee / account holder | $9,127 | $9,357-2.5% | $14,255-36.0% | $7,344+24.3% |