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 | $208,815 | $70,669+195.5% | $169,368+23.3% | $75,163+177.8% |
| Participation rate | 84.3% | 64.8%+19.5pp | 77.1%+7.2pp | 67.2%+17.1pp |
| Annual return | 19.20% | 36.36%-17.2pp | 405.60%-386.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,878 | $2,211+30.2% | $4,013-28.3% | $2,670+7.8% |
| Participant deferral / active EE | $11,842 | $4,311+174.7% | $6,221+90.3% | $4,125+187.1% |
| Admin fee / account holder | $31,060 | $5,402+474.9% | $9,003+245.0% | $5,651+449.6% |