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 | $211,396 | $89,698+135.7% | $103,476+104.3% | $80,856+161.4% |
| Participation rate | 96.7% | 76.0%+20.7pp | 80.5%+16.2pp | 67.6%+29.0pp |
| Annual return | 12.45% | 22.78%-10.3pp | 23.90%-11.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $12,768 | $4,018+217.8% | $4,672+173.3% | $2,755+363.5% |
| Participant deferral / active EE | $7,225 | $5,456+32.4% | $6,623+9.1% | $4,296+68.2% |
| Admin fee / account holder | $11,269 | $6,768+66.5% | $9,413+19.7% | $6,918+62.9% |