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 | $175,997 | $77,813+126.2% | $123,544+42.5% | $64,186+174.2% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | 14.54% | 12.48%+2.1pp | 119.20%-104.7pp | 7.63%+6.9pp |
| Employer contribution / active EE | $5,407 | $3,014+79.4% | $4,628+16.8% | $2,381+127.1% |
| Participant deferral / active EE | $6,530 | $5,240+24.6% | $6,426+1.6% | $3,470+88.2% |
| Admin fee / account holder | $2,422 | $5,519-56.1% | $9,284-73.9% | $4,888-50.4% |