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 | $243,517 | $93,571+160.2% | $135,903+79.2% | $75,163+224.0% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 15.52% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,694 | $3,537-23.8% | $4,856-44.5% | $2,670+0.9% |
| Participant deferral / active EE | $8,872 | $6,404+38.5% | $7,758+14.4% | $4,125+115.1% |
| Admin fee / account holder | $2,732 | $6,975-60.8% | $10,762-74.6% | $5,651-51.6% |