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 | $161,151 | $81,248+98.3% | $155,509+3.6% | $80,856+99.3% |
| Participation rate | 91.1% | 66.2%+24.8pp | 78.2%+12.9pp | 67.6%+23.4pp |
| Annual return | 13.60% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $7,341 | $3,100+136.8% | $4,672+57.1% | $2,755+166.5% |
| Participant deferral / active EE | $5,500 | $3,452+59.4% | $5,626-2.2% | $4,296+28.0% |
| Admin fee / account holder | $3,901 | $7,997-51.2% | $15,912-75.5% | $6,918-43.6% |