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 | $161,101 | $124,281+29.6% | $109,143+47.6% | $167,490-3.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 15.65% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $8,814 | $4,207+109.5% | $3,722+136.8% | $4,837+82.2% |
| Participant deferral / active EE | $7,921 | $5,255+50.7% | $4,653+70.2% | $6,341+24.9% |
| Admin fee / account holder | $8,681 | $7,970+8.9% | $6,752+28.6% | $12,309-29.5% |