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 | $205,027 | $155,788+31.6% | $124,672+64.5% | $167,490+22.4% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 13.81% | 17.97%-4.2pp | 5142.93%-5129.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $13,762 | $4,163+230.6% | $3,324+314.1% | $4,837+184.5% |
| Participant deferral / active EE | $6,226 | $5,673+9.7% | $4,614+34.9% | $6,341-1.8% |
| Admin fee / account holder | $4,876 | $9,531-48.8% | $7,493-34.9% | $12,309-60.4% |