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 | $186,753 | $79,449+135.1% | $189,557-1.5% | $85,850+117.5% |
| Participation rate | 83.3% | 66.0%+17.3pp | 78.4%+4.9pp | 69.3%+14.0pp |
| Annual return | 13.23% | 18.45%-5.2pp | 64.17%-50.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,153 | $2,081-44.6% | $4,412-73.9% | $2,565-55.1% |
| Participant deferral / active EE | $7,248 | $4,051+78.9% | $6,174+17.4% | $3,952+83.4% |
| Admin fee / account holder | $5,209 | $5,377-3.1% | $9,807-46.9% | $6,260-16.8% |