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 | $212,368 | $72,277+193.8% | $101,248+109.7% | $79,858+165.9% |
| Participation rate | 82.4% | 68.5%+13.9pp | 75.8%+6.5pp | 69.6%+12.7pp |
| Annual return | 14.65% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,806 | $2,692-32.9% | $3,660-50.7% | $2,471-26.9% |
| Participant deferral / active EE | $7,892 | $3,282+140.5% | $4,370+80.6% | $3,740+111.0% |
| Admin fee / account holder | $6,837 | $4,400+55.4% | $5,945+15.0% | $5,306+28.8% |