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 | $233,861 | $115,882+101.8% | $100,516+132.7% | $158,922+47.2% |
| Participation rate | 94.4% | 81.6%+12.9pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 16.07% | 34.79%-18.7pp | 30.89%-14.8pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,800 | $4,103-56.1% | $3,418-47.3% | $4,761-62.2% |
| Participant deferral / active EE | $5,823 | $6,674-12.7% | $6,270-7.1% | $5,982-2.7% |
| Admin fee / account holder | $6,863 | $10,995-37.6% | $8,081-15.1% | $11,246-39.0% |