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 | $245,762 | $165,335+48.6% | $149,696+64.2% | $158,922+54.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.51% | 348.15%-334.6pp | 276.60%-263.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $12,129 | $5,103+137.7% | $4,644+161.2% | $4,761+154.7% |
| Participant deferral / active EE | $10,176 | $7,181+41.7% | $6,842+48.7% | $5,982+70.1% |
| Admin fee / account holder | $1,367 | $10,807-87.3% | $9,309-85.3% | $11,246-87.8% |