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 | $208,453 | $81,460+155.9% | $103,333+101.7% | $80,856+157.8% |
| Participation rate | 95.3% | 66.8%+28.5pp | 74.5%+20.8pp | 67.6%+27.7pp |
| Annual return | 14.82% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,080 | $3,105+95.8% | $3,868+57.2% | $2,755+120.7% |
| Participant deferral / active EE | $13,417 | $3,869+246.8% | $5,057+165.3% | $4,296+212.3% |
| Admin fee / account holder | $4,444 | $6,566-32.3% | $8,355-46.8% | $6,918-35.8% |