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 | $233,389 | $110,261+111.7% | $95,745+143.8% | $139,434+67.4% |
| Participation rate | 94.7% | 75.8%+19.0pp | 72.3%+22.5pp | 80.3%+14.4pp |
| Annual return | 12.65% | 27.11%-14.5pp | 28.35%-15.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $16,234 | $3,257+398.4% | $2,835+472.7% | $4,751+241.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $27,593 | $6,613+317.2% | $5,678+386.0% | $11,403+142.0% |