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 | $159,185 | $59,101+169.3% | $77,163+106.3% | $75,163+111.8% |
| Participation rate | 86.7% | 63.9%+22.8pp | 69.6%+17.1pp | 67.2%+19.5pp |
| Annual return | 15.77% | 26.71%-10.9pp | 37.87%-22.1pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,038 | $1,995-48.0% | $2,535-59.1% | $2,670-61.1% |
| Participant deferral / active EE | $2,679 | $2,999-10.7% | $3,833-30.1% | $4,125-35.1% |
| Admin fee / account holder | $2,076 | $4,774-56.5% | $5,472-62.1% | $5,651-63.3% |