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 | $170,932 | $91,538+86.7% | $129,995+31.5% | $75,163+127.4% |
| Participation rate | 97.3% | 71.4%+25.9pp | 78.5%+18.8pp | 67.2%+30.1pp |
| Annual return | 14.46% | -631.11%+645.6pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $7,742 | $2,845+172.1% | $4,320+79.2% | $2,670+190.0% |
| Participant deferral / active EE | $6,507 | $4,341+49.9% | $5,820+11.8% | $4,125+57.7% |
| Admin fee / account holder | $3,015 | $6,790-55.6% | $10,614-71.6% | $5,651-46.6% |