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 | $228,186 | $123,793+84.3% | $177,821+28.3% | $79,858+185.7% |
| Participation rate | 95.9% | 84.7%+11.3pp | 87.7%+8.2pp | 69.6%+26.3pp |
| Annual return | 23.31% | 22.82%+0.5pp | 48.32%-25.0pp | 31.71%-8.4pp |
| Employer contribution / active EE | $9,512 | $4,095+132.3% | $5,918+60.7% | $2,471+285.0% |
| Participant deferral / active EE | $14,084 | $5,956+136.5% | $7,714+82.6% | $3,740+276.6% |
| Admin fee / account holder | $3,430 | $7,243-52.6% | $12,427-72.4% | $5,306-35.4% |