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 8-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 | $183,097 | $111,724+63.9% | $93,606+95.6% | $145,922+25.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 14.62% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,887 | $3,090-38.9% | $2,420-22.0% | $4,660-59.5% |
| Participant deferral / active EE | $9,663 | $4,912+96.7% | $4,411+119.1% | $6,688+44.5% |
| Admin fee / account holder | $16,929 | $10,250+65.2% | $8,285+104.3% | $13,397+26.4% |