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 | $226,382 | $95,803+136.3% | $113,168+100.0% | $84,808+166.9% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 14.21% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,888 | $2,360+234.2% | $2,975+165.1% | $2,631+199.8% |
| Participant deferral / active EE | $2,843 | $4,242-33.0% | $5,107-44.3% | $4,212-32.5% |
| Admin fee / account holder | $27,965 | $8,989+211.1% | $12,068+131.7% | $7,344+280.8% |