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 | $223,212 | $115,770+92.8% | $101,248+120.5% | $158,922+40.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 7.54% | 56.14%-48.6pp | 46.47%-38.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $4,590 | $4,175+9.9% | $3,660+25.4% | $4,761-3.6% |
| Participant deferral / active EE | $9,211 | $4,957+85.8% | $4,370+110.8% | $5,982+54.0% |
| Admin fee / account holder | $319,998 | $7,245+4316.8% | $5,945+5282.2% | $11,246+2745.5% |