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 | $173,535 | $58,264+197.8% | $86,612+100.4% | $71,457+142.9% |
| Participation rate | 84.3% | 65.0%+19.3pp | 71.7%+12.6pp | 67.9%+16.3pp |
| Annual return | 27.11% | 21.63%+5.5pp | 591.07%-564.0pp | 28.85%-1.7pp |
| Employer contribution / active EE | $2,107 | $2,574-18.1% | $3,022-30.3% | $2,588-18.6% |
| Participant deferral / active EE | $4,002 | $3,436+16.5% | $4,438-9.8% | $4,289-6.7% |
| Admin fee / account holder | $3,100 | $1,057+193.2% | $5,614-44.8% | $1,587+95.3% |