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 | $175,298 | $77,314+126.7% | $177,989-1.5% | $80,856+116.8% |
| Participation rate | 70.6% | 65.7%+4.9pp | 77.1%-6.5pp | 67.6%+3.0pp |
| Annual return | 17.49% | 18.09%-0.6pp | 294.48%-277.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,000 | $2,292-12.7% | $3,949-49.3% | $2,755-27.4% |
| Participant deferral / active EE | $6,998 | $4,411+58.7% | $6,276+11.5% | $4,296+62.9% |
| Admin fee / account holder | $13,485 | $7,191+87.5% | $10,363+30.1% | $6,918+94.9% |