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 | $243,858 | $99,985+143.9% | $146,665+66.3% | $85,850+184.1% |
| Participation rate | 70.3% | 73.1%-2.8pp | 80.1%-9.8pp | 69.3%+1.0pp |
| Annual return | 16.45% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,653 | $2,559-35.4% | $4,136-60.0% | $2,565-35.6% |
| Participant deferral / active EE | $5,020 | $4,006+25.3% | $5,506-8.8% | $3,952+27.0% |
| Admin fee / account holder | $20,404 | $7,702+164.9% | $10,280+98.5% | $6,260+225.9% |