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 | $193,540 | $83,477+131.8% | $125,175+54.6% | $72,985+165.2% |
| Participation rate | 97.8% | 73.3%+24.5pp | 79.8%+18.0pp | 69.5%+28.3pp |
| Annual return | 27.26% | 25.78%+1.5pp | 43.79%-16.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $3,112 | $2,345+32.7% | $3,865-19.5% | $2,440+27.6% |
| Participant deferral / active EE | $6,403 | $3,585+78.6% | $4,937+29.7% | $3,607+77.5% |
| Admin fee / account holder | $3,458 | $5,517-37.3% | $9,702-64.4% | $5,124-32.5% |