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 | $164,563 | $107,334+53.3% | $92,893+77.2% | $152,861+7.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 18.93% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,262 | $4,221-70.1% | $3,653-65.5% | $4,762-73.5% |
| Participant deferral / active EE | $4,498 | $4,845-7.2% | $4,236+6.2% | $5,850-23.1% |
| Admin fee / account holder | $7,209 | $7,079+1.8% | $5,794+24.4% | $11,596-37.8% |