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 | $171,511 | $99,985+71.5% | $146,665+16.9% | $85,850+99.8% |
| Participation rate | 88.9% | 73.1%+15.8pp | 80.1%+8.8pp | 69.3%+19.6pp |
| Annual return | 13.19% | 18.93%-5.7pp | 22.74%-9.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,604 | $2,559-37.3% | $4,136-61.2% | $2,565-37.5% |
| Participant deferral / active EE | $5,353 | $4,006+33.6% | $5,506-2.8% | $3,952+35.5% |
| Admin fee / account holder | $23,869 | $7,702+209.9% | $10,280+132.2% | $6,260+281.3% |