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 | $164,280 | $89,355+83.9% | $141,162+16.4% | $72,985+125.1% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 22.73% | 111.85%-89.1pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,075 | $3,114-33.4% | $4,735-56.2% | $2,440-14.9% |
| Participant deferral / active EE | $7,330 | $5,418+35.3% | $6,709+9.3% | $3,607+103.2% |
| Admin fee / account holder | $25,346 | $5,958+325.4% | $10,261+147.0% | $5,124+394.6% |