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 | $241,467 | $74,888+222.4% | $71,209+239.1% | $142,382+69.6% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 16.09% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,471 | $2,854+21.6% | $2,721+27.6% | $4,299-19.3% |
| Participant deferral / active EE | $8,454 | $4,454+89.8% | $4,175+102.5% | $6,507+29.9% |
| Admin fee / account holder | $11,636 | $5,568+109.0% | $5,349+117.5% | $12,624-7.8% |