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 | $249,536 | $89,753+178.0% | $107,525+132.1% | $84,808+194.2% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 14.67% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,887 | $3,113-7.3% | $3,754-23.1% | $2,631+9.7% |
| Participant deferral / active EE | $8,868 | $4,056+118.6% | $5,116+73.4% | $4,212+110.6% |
| Admin fee / account holder | $3,515 | $7,222-51.3% | $8,919-60.6% | $7,344-52.1% |