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 | $161,093 | $135,952+18.5% | $123,892+30.0% | $273,961-41.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.25% | 56.63%-51.4pp | 47.52%-42.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,083 | $5,170-40.4% | $4,617-33.2% | $4,869-36.7% |
| Participant deferral / active EE | $7,750 | $6,343+22.2% | $5,984+29.5% | $5,287+46.6% |
| Admin fee / account holder | $46,749 | $9,817+376.2% | $8,357+459.4% | $10,132+361.4% |