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 | $229,677 | $65,395+251.2% | $182,532+25.8% | $72,985+214.7% |
| Participation rate | 86.8% | 65.4%+21.4pp | 78.0%+8.9pp | 69.5%+17.4pp |
| Annual return | 24.56% | 27.68%-3.1pp | 148.54%-124.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $6,081 | $1,911+218.2% | $4,076+49.2% | $2,440+149.3% |
| Participant deferral / active EE | $11,796 | $3,563+231.1% | $5,524+113.5% | $3,607+227.0% |
| Admin fee / account holder | $10,881 | $4,245+156.4% | $8,592+26.6% | $5,124+112.3% |