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 | $171,062 | $49,227+247.5% | $70,449+142.8% | $79,858+114.2% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 12.74% | 30.06%-17.3pp | 109.03%-96.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,499 | $2,099-28.6% | $2,737-45.2% | $2,471-39.4% |
| Participant deferral / active EE | $2,421 | $2,768-12.5% | $3,709-34.7% | $3,740-35.3% |
| Admin fee / account holder | $6,967 | $2,878+142.1% | $3,845+81.2% | $5,306+31.3% |