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 | $143,765 | $63,346+127.0% | $92,233+55.9% | $70,131+105.0% |
| Participation rate | 86.6% | 68.7%+17.9pp | 76.5%+10.1pp | 69.5%+17.0pp |
| Annual return | 22.23% | 530.12%-507.9pp | 176.28%-154.0pp | 73.14%-50.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,887 | $2,854+106.3% | $3,897+51.1% | $3,332+76.7% |
| Admin fee / account holder | $5,292 | $3,840+37.8% | $5,194+1.9% | $4,645+13.9% |