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 | $214,959 | $89,753+139.5% | $107,525+99.9% | $84,808+153.5% |
| Participation rate | 81.3% | 68.1%+13.3pp | 75.1%+6.3pp | 68.3%+13.0pp |
| Annual return | 19.02% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,884 | $3,113+24.8% | $3,754+3.5% | $2,631+47.6% |
| Participant deferral / active EE | $9,893 | $4,056+143.9% | $5,116+93.4% | $4,212+134.9% |
| Admin fee / account holder | $8,165 | $7,222+13.1% | $8,919-8.4% | $7,344+11.2% |