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 | $249,830 | $112,096+122.9% | $95,952+160.4% | $158,922+57.2% |
| Participation rate | 91.3% | 79.0%+12.3pp | 77.1%+14.2pp | 82.0%+9.3pp |
| Annual return | 9.54% | 171.09%-161.6pp | 91.61%-82.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $3,846 | $3,198+20.3% | $2,541+51.4% | $4,761-19.2% |
| Participant deferral / active EE | $4,462 | $4,784-6.7% | $4,167+7.1% | $5,982-25.4% |
| Admin fee / account holder | $59,856 | $10,130+490.9% | $6,795+780.8% | $11,246+432.3% |