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 | $158,430 | $65,561+141.7% | $86,188+83.8% | $75,163+110.8% |
| Participation rate | 94.4% | 60.5%+34.0pp | 69.0%+25.5pp | 67.2%+27.3pp |
| Annual return | 18.74% | 46.05%-27.3pp | 1168.45%-1149.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,653 | $1,553+70.9% | $2,380+11.5% | $2,670-0.6% |
| Participant deferral / active EE | $6,120 | $3,024+102.4% | $3,985+53.6% | $4,125+48.4% |
| Admin fee / account holder | $13,998 | $5,474+155.7% | $6,852+104.3% | $5,651+147.7% |