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 | $171,929 | $165,335+4.0% | $149,696+14.9% | $158,922+8.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 11.82% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,714 | $5,103-46.8% | $4,644-41.6% | $4,761-43.0% |
| Participant deferral / active EE | $6,990 | $7,181-2.7% | $6,842+2.2% | $5,982+16.8% |
| Admin fee / account holder | $64,624 | $10,807+498.0% | $9,309+594.2% | $11,246+474.7% |