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 | $213,249 | $165,335+29.0% | $149,696+42.5% | $158,922+34.2% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 14.81% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,472 | $5,103+26.8% | $4,644+39.3% | $4,761+35.9% |
| Participant deferral / active EE | $12,780 | $7,181+78.0% | $6,842+86.8% | $5,982+113.6% |
| Admin fee / account holder | $23,207 | $10,807+114.7% | $9,309+149.3% | $11,246+106.4% |