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 | $209,917 | $86,929+141.5% | $102,423+105.0% | $80,856+159.6% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 14.01% | 18.88%-4.9pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,479 | $2,369+4.6% | $3,023-18.0% | $2,755-10.0% |
| Participant deferral / active EE | $9,551 | $4,118+131.9% | $5,053+89.0% | $4,296+122.3% |
| Admin fee / account holder | $17,557 | $8,049+118.1% | $9,451+85.8% | $6,918+153.8% |