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 | $179,108 | $100,041+79.0% | $149,718+19.6% | $70,131+155.4% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.3pp | 69.5%+28.9pp |
| Annual return | 18.73% | 27.43%-8.7pp | 1501.63%-1482.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,380 | $3,662-7.7% | $5,445-37.9% | $2,342+44.3% |
| Participant deferral / active EE | $18,188 | $4,983+265.0% | $6,569+176.9% | $3,332+445.9% |
| Admin fee / account holder | $3,588 | $8,286-56.7% | $11,283-68.2% | $4,645-22.8% |