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 | $193,676 | $89,355+116.8% | $141,162+37.2% | $72,985+165.4% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 20.63% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,109 | $3,114+64.0% | $4,735+7.9% | $2,440+109.4% |
| Participant deferral / active EE | $8,047 | $5,418+48.5% | $6,709+19.9% | $3,607+123.1% |
| Admin fee / account holder | $10,446 | $5,958+75.3% | $10,261+1.8% | $5,124+103.8% |