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 | $214,975 | $125,758+70.9% | $169,993+26.5% | $75,163+186.0% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.0%+8.9pp | 67.2%+28.7pp |
| Annual return | 20.75% | 27.20%-6.5pp | 53.37%-32.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $13,049 | $4,615+182.8% | $6,785+92.3% | $2,670+388.8% |
| Participant deferral / active EE | $16,214 | $6,837+137.1% | $10,408+55.8% | $4,125+293.1% |
| Admin fee / account holder | $11,276 | $8,173+38.0% | $12,815-12.0% | $5,651+99.6% |