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 | $203,468 | $91,190+123.1% | $178,490+14.0% | $79,858+154.8% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.5pp |
| Annual return | 10.62% | 24.19%-13.6pp | 151.07%-140.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,597 | $3,256+10.5% | $5,011-28.2% | $2,471+45.6% |
| Participant deferral / active EE | $5,839 | $3,236+80.4% | $5,202+12.3% | $3,740+56.1% |
| Admin fee / account holder | $27,332 | $6,751+304.9% | $13,984+95.5% | $5,306+415.1% |