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 | $210,138 | $93,571+124.6% | $135,903+54.6% | $75,163+179.6% |
| Participation rate | 82.2% | 75.2%+7.0pp | 81.9%+0.3pp | 67.2%+15.0pp |
| Annual return | 15.86% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,826 | $3,537-48.4% | $4,856-62.4% | $2,670-31.6% |
| Participant deferral / active EE | $10,988 | $6,404+71.6% | $7,758+41.6% | $4,125+166.4% |
| Admin fee / account holder | $660 | $6,975-90.5% | $10,762-93.9% | $5,651-88.3% |