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 | $168,880 | $79,944+111.2% | $98,439+71.6% | $75,163+124.7% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.2%+15.7pp | 67.2%+23.7pp |
| Annual return | 20.36% | 19.75%+0.6pp | 21.16%-0.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,549 | $2,264-31.6% | $3,048-49.2% | $2,670-42.0% |
| Participant deferral / active EE | $9,081 | $3,752+142.0% | $4,738+91.7% | $4,125+120.2% |
| Admin fee / account holder | $11,053 | $6,840+61.6% | $8,948+23.5% | $5,651+95.6% |