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 | $233,378 | $109,881+112.4% | $150,045+55.5% | $84,808+175.2% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 15.26% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,428 | $3,561-31.8% | $4,693-48.3% | $2,631-7.7% |
| Participant deferral / active EE | $5,092 | $6,636-23.3% | $7,997-36.3% | $4,212+20.9% |
| Admin fee / account holder | $3,117 | $8,568-63.6% | $13,435-76.8% | $7,344-57.6% |