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 | $189,706 | $85,202+122.7% | $172,739+9.8% | $72,985+159.9% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 41.73% | 27.32%+14.4pp | 802.84%-761.1pp | 81.00%-39.3pp |
| Employer contribution / active EE | $8,037 | $3,324+141.8% | $5,143+56.3% | $2,440+229.4% |
| Participant deferral / active EE | $4,386 | $3,260+34.5% | $5,198-15.6% | $3,607+21.6% |
| Admin fee / account holder | $6,386 | $5,884+8.5% | $13,954-54.2% | $5,124+24.6% |