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 | $148,894 | $107,334+38.7% | $92,893+60.3% | $152,861-2.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 21.78% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,505 | $4,221-40.6% | $3,653-31.4% | $4,762-47.4% |
| Participant deferral / active EE | $5,588 | $4,845+15.3% | $4,236+31.9% | $5,850-4.5% |
| Admin fee / account holder | $697 | $7,079-90.2% | $5,794-88.0% | $11,596-94.0% |