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 | $235,879 | $95,803+146.2% | $113,168+108.4% | $84,808+178.1% |
| Participation rate | 93.8% | 72.9%+20.9pp | 76.6%+17.2pp | 68.3%+25.4pp |
| Annual return | 18.73% | 25.00%-6.3pp | 24.27%-5.5pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,769 | $2,360+17.3% | $2,975-6.9% | $2,631+5.3% |
| Participant deferral / active EE | $10,157 | $4,242+139.4% | $5,107+98.9% | $4,212+141.2% |
| Admin fee / account holder | $11,327 | $8,989+26.0% | $12,068-6.1% | $7,344+54.2% |