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 | $210,655 | $89,355+135.8% | $141,162+49.2% | $72,985+188.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.91% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,434 | $3,114-21.8% | $4,735-48.6% | $2,440-0.2% |
| Participant deferral / active EE | $9,735 | $5,418+79.7% | $6,709+45.1% | $3,607+169.9% |
| Admin fee / account holder | $4,155 | $5,958-30.3% | $10,261-59.5% | $5,124-18.9% |