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 | $153,381 | $110,257+39.1% | $96,544+58.9% | $139,434+10.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 12.61% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,057 | $5,548+135.4% | $4,851+169.2% | $6,710+94.6% |
| Admin fee / account holder | $52,356 | $11,591+351.7% | $8,252+534.4% | $11,403+359.2% |