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 | $247,388 | $157,256+57.3% | $141,162+75.3% | $152,861+61.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 17.86% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $1,975 | $5,261-62.5% | $4,735-58.3% | $4,762-58.5% |
| Participant deferral / active EE | $4,571 | $7,109-35.7% | $6,709-31.9% | $5,850-21.9% |
| Admin fee / account holder | $111,451 | $12,120+819.6% | $10,261+986.1% | $11,596+861.1% |