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 | $158,955 | $93,571+69.9% | $135,903+17.0% | $75,163+111.5% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.1pp | 67.2%+14.9pp |
| Annual return | 18.40% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $8,693 | $3,537+145.8% | $4,856+79.0% | $2,670+225.6% |
| Participant deferral / active EE | $10,707 | $6,404+67.2% | $7,758+38.0% | $4,125+159.5% |
| Admin fee / account holder | $5,576 | $6,975-20.1% | $10,762-48.2% | $5,651-1.3% |