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 5-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 | $213,925 | $109,881+94.7% | $150,045+42.6% | $84,808+152.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 18.62% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,041 | $3,561+13.5% | $4,693-13.9% | $2,631+53.6% |
| Participant deferral / active EE | $12,247 | $6,636+84.6% | $7,997+53.1% | $4,212+190.8% |
| Admin fee / account holder | $8,877 | $8,568+3.6% | $13,435-33.9% | $7,344+20.9% |