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 | $161,015 | $86,286+86.6% | $111,297+44.7% | $85,850+87.6% |
| Participation rate | 75.4% | 73.3%+2.1pp | 77.3%-1.9pp | 69.3%+6.1pp |
| Annual return | 15.35% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,139 | $2,043-44.2% | $2,731-58.3% | $2,565-55.6% |
| Participant deferral / active EE | $3,760 | $3,641+3.3% | $4,487-16.2% | $3,952-4.9% |
| Admin fee / account holder | $17,036 | $8,188+108.1% | $7,964+113.9% | $6,260+172.1% |