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 | $213,278 | $85,766+148.7% | $136,294+56.5% | $70,131+204.1% |
| Participation rate | 80.8% | 74.2%+6.6pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 20.77% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,687 | $2,966-9.4% | $4,695-42.8% | $2,342+14.7% |
| Participant deferral / active EE | $5,199 | $5,051+2.9% | $6,247-16.8% | $3,332+56.0% |
| Admin fee / account holder | $3,739 | $5,420-31.0% | $9,243-59.5% | $4,645-19.5% |