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 | $197,882 | $138,347+43.0% | $184,203+7.4% | $80,856+144.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.91% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,271 | $4,850+132.4% | $6,427+75.4% | $2,755+309.1% |
| Participant deferral / active EE | $11,490 | $7,071+62.5% | $9,131+25.8% | $4,296+167.5% |
| Admin fee / account holder | $3,163 | $10,483-69.8% | $13,901-77.2% | $6,918-54.3% |