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 | $185,067 | $79,944+131.5% | $98,439+88.0% | $75,163+146.2% |
| Participation rate | 87.1% | 70.4%+16.7pp | 75.2%+11.9pp | 67.2%+19.9pp |
| Annual return | 17.05% | 19.75%-2.7pp | 21.16%-4.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,108 | $2,264+81.5% | $3,048+34.8% | $2,670+53.9% |
| Participant deferral / active EE | $8,041 | $3,752+114.3% | $4,738+69.7% | $4,125+94.9% |
| Admin fee / account holder | $28,547 | $6,840+317.4% | $8,948+219.0% | $5,651+405.2% |