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 | $205,508 | $72,277+184.3% | $101,248+103.0% | $79,858+157.3% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.8%+3.0pp | 69.6%+9.2pp |
| Annual return | 12.84% | 22.30%-9.5pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,727 | $2,692+1.3% | $3,660-25.5% | $2,471+10.4% |
| Participant deferral / active EE | $7,928 | $3,282+141.6% | $4,370+81.4% | $3,740+112.0% |
| Admin fee / account holder | $1,779 | $4,400-59.6% | $5,945-70.1% | $5,306-66.5% |