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 | $157,361 | $77,634+102.7% | $156,549+0.5% | $62,891+150.2% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.5pp | 69.3%+28.3pp |
| Annual return | 15.93% | 50.32%-34.4pp | 32.23%-16.3pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,508 | $3,444-27.2% | $5,501-54.4% | $2,281+9.9% |
| Participant deferral / active EE | $6,489 | $3,045+113.1% | $4,871+33.2% | $3,203+102.6% |
| Admin fee / account holder | $1,135 | $5,561-79.6% | $13,027-91.3% | $4,296-73.6% |