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 | $180,976 | $111,754+61.9% | $103,333+75.1% | $145,922+24.0% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $11,952 | $4,212+183.7% | $3,868+209.0% | $4,660+156.5% |
| Participant deferral / active EE | $5,669 | $5,619+0.9% | $5,057+12.1% | $6,688-15.2% |
| Admin fee / account holder | $45,892 | $9,750+370.7% | $8,355+449.3% | $13,397+242.6% |