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 | $216,098 | $105,181+105.5% | $159,436+35.5% | $85,850+151.7% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.8%+14.4pp | 69.3%+27.9pp |
| Annual return | 17.97% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $4,136 | $3,318+24.7% | $4,829-14.4% | $2,565+61.3% |
| Participant deferral / active EE | $9,136 | $5,945+53.7% | $7,352+24.3% | $3,952+131.2% |
| Admin fee / account holder | $1,695 | $6,933-75.6% | $10,799-84.3% | $6,260-72.9% |