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 | $183,338 | $103,376+77.4% | $87,100+110.5% | $152,861+19.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 19.12% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,489 | $3,220+8.3% | $2,521+38.4% | $4,762-26.7% |
| Participant deferral / active EE | $10,307 | $4,778+115.7% | $4,049+154.6% | $5,850+76.2% |
| Admin fee / account holder | $970 | $12,205-92.1% | $7,497-87.1% | $11,596-91.6% |