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 | $226,335 | $89,355+153.3% | $141,162+60.3% | $72,985+210.1% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 26.23% | 111.85%-85.6pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $4,753 | $3,114+52.6% | $4,735+0.4% | $2,440+94.8% |
| Participant deferral / active EE | $13,284 | $5,418+145.2% | $6,709+98.0% | $3,607+268.3% |
| Admin fee / account holder | $9,058 | $5,958+52.0% | $10,261-11.7% | $5,124+76.8% |