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 | $207,144 | $85,766+141.5% | $136,294+52.0% | $70,131+195.4% |
| Participation rate | 81.0% | 74.2%+6.9pp | 81.9%-0.9pp | 69.5%+11.5pp |
| Annual return | 16.04% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,338 | $2,966+46.2% | $4,695-7.6% | $2,342+85.2% |
| Participant deferral / active EE | $6,638 | $5,051+31.4% | $6,247+6.3% | $3,332+99.2% |
| Admin fee / account holder | $1,588 | $5,420-70.7% | $9,243-82.8% | $4,645-65.8% |