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 | $242,544 | $144,119+68.3% | $117,854+105.8% | $147,584+64.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 14.83% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,244 | $4,896-54.2% | $3,786-40.7% | $4,876-54.0% |
| Participant deferral / active EE | $6,672 | $5,316+25.5% | $4,482+48.9% | $5,439+22.7% |
| Admin fee / account holder | $6,196 | $10,886-43.1% | $8,020-22.7% | $10,885-43.1% |