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 | $152,063 | $80,968+87.8% | $96,544+57.5% | $75,163+102.3% |
| Participation rate | 85.1% | 71.8%+13.3pp | 76.0%+9.1pp | 67.2%+17.9pp |
| Annual return | 16.37% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,842 | $2,282-19.3% | $2,965-37.9% | $2,670-31.0% |
| Participant deferral / active EE | $8,246 | $3,928+109.9% | $4,851+70.0% | $4,125+99.9% |
| Admin fee / account holder | $21,305 | $6,724+216.8% | $8,252+158.2% | $5,651+277.0% |