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 | $235,533 | $80,717+191.8% | $154,803+52.2% | $84,808+177.7% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.4pp | 68.3%+30.2pp |
| Annual return | 15.61% | 37.96%-22.3pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $11,681 | $2,761+323.0% | $4,305+171.3% | $2,631+344.0% |
| Participant deferral / active EE | $11,146 | $3,303+237.4% | $5,540+101.2% | $4,212+164.7% |
| Admin fee / account holder | $4,549 | $6,746-32.6% | $14,329-68.3% | $7,344-38.1% |