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 | $234,455 | $85,766+173.4% | $136,294+72.0% | $70,131+234.3% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 26.51% | 31.45%-4.9pp | 5155.94%-5129.4pp | 73.14%-46.6pp |
| Employer contribution / active EE | $5,400 | $2,966+82.1% | $4,695+15.0% | $2,342+130.5% |
| Participant deferral / active EE | $5,433 | $5,051+7.6% | $6,247-13.0% | $3,332+63.1% |
| Admin fee / account holder | $5,193 | $5,420-4.2% | $9,243-43.8% | $4,645+11.8% |