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 | $217,074 | $80,673+169.1% | $101,326+114.2% | $84,808+156.0% |
| Participation rate | 92.4% | 77.8%+14.6pp | 81.5%+10.9pp | 68.3%+24.1pp |
| Annual return | 17.98% | 38.95%-21.0pp | 36.82%-18.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,958 | $2,698-27.4% | $3,665-46.6% | $2,631-25.6% |
| Participant deferral / active EE | $5,899 | $6,840-13.8% | $7,994-26.2% | $4,212+40.1% |
| Admin fee / account holder | $6,512 | $12,784-49.1% | $11,185-41.8% | $7,344-11.3% |