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 | $151,161 | $93,571+61.5% | $135,903+11.2% | $75,163+101.1% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 18.59% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $8,004 | $3,537+126.3% | $4,856+64.8% | $2,670+199.8% |
| Participant deferral / active EE | $9,519 | $6,404+48.6% | $7,758+22.7% | $4,125+130.8% |
| Admin fee / account holder | $1,990 | $6,975-71.5% | $10,762-81.5% | $5,651-64.8% |