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 8-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 | $234,679 | $165,335+41.9% | $149,696+56.8% | $158,922+47.7% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 20.96% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $7,260 | $5,103+42.3% | $4,644+56.3% | $4,761+52.5% |
| Participant deferral / active EE | $6,356 | $7,181-11.5% | $6,842-7.1% | $5,982+6.3% |
| Admin fee / account holder | $2,226 | $10,807-79.4% | $9,309-76.1% | $11,246-80.2% |