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 | $165,551 | $81,460+103.2% | $103,333+60.2% | $80,856+104.7% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 10.57% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $50,767 | $3,105+1534.9% | $3,868+1212.5% | $2,755+1742.8% |
| Participant deferral / active EE | $1,862 | $3,869-51.9% | $5,057-63.2% | $4,296-56.7% |
| Admin fee / account holder | $6,407 | $6,566-2.4% | $8,355-23.3% | $6,918-7.4% |