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 | $242,219 | $81,460+197.3% | $103,333+134.4% | $80,856+199.6% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 17.48% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,129 | $3,105-31.5% | $3,868-45.0% | $2,755-22.7% |
| Participant deferral / active EE | $5,469 | $3,869+41.4% | $5,057+8.1% | $4,296+27.3% |
| Admin fee / account holder | $6,377 | $6,566-2.9% | $8,355-23.7% | $6,918-7.8% |