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 | $219,653 | $89,355+145.8% | $141,162+55.6% | $72,985+201.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 19.56% | 111.85%-92.3pp | 71.39%-51.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $5,982 | $3,114+92.1% | $4,735+26.3% | $2,440+145.2% |
| Participant deferral / active EE | $5,822 | $5,418+7.5% | $6,709-13.2% | $3,607+61.4% |
| Admin fee / account holder | $4,972 | $5,958-16.6% | $10,261-51.5% | $5,124-3.0% |