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 | $167,055 | $110,261+51.5% | $95,745+74.5% | $139,434+19.8% |
| Participation rate | 82.6% | 75.8%+6.9pp | 72.3%+10.3pp | 80.3%+2.3pp |
| Annual return | 10.87% | 27.11%-16.2pp | 28.35%-17.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,812 | $3,257-13.7% | $2,835-0.8% | $4,751-40.8% |
| Participant deferral / active EE | $6,934 | $4,676+48.3% | $4,245+63.4% | $6,710+3.3% |
| Admin fee / account holder | $8,167 | $6,613+23.5% | $5,678+43.8% | $11,403-28.4% |