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 | $168,466 | $114,381+47.3% | $107,525+56.7% | $142,382+18.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 12.83% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,758 | $4,015-56.2% | $3,754-53.2% | $4,299-59.1% |
| Participant deferral / active EE | $4,150 | $5,564-25.4% | $5,116-18.9% | $6,507-36.2% |
| Admin fee / account holder | $34,300 | $9,860+247.9% | $8,919+284.6% | $12,624+171.7% |