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 | $172,641 | $69,515+148.3% | $86,874+98.7% | $85,850+101.1% |
| Participation rate | 85.2% | 66.3%+18.9pp | 71.6%+13.5pp | 69.3%+15.9pp |
| Annual return | 11.83% | 20.12%-8.3pp | 63.52%-51.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $817 | $1,880-56.6% | $2,495-67.3% | $2,565-68.2% |
| Participant deferral / active EE | $5,400 | $2,919+85.0% | $3,699+46.0% | $3,952+36.6% |
| Admin fee / account holder | $2,962 | $5,972-50.4% | $5,828-49.2% | $6,260-52.7% |