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 | $167,759 | $112,096+49.7% | $95,952+74.8% | $158,922+5.6% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 13.85% | 171.09%-157.2pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,713 | $3,198-15.2% | $2,541+6.8% | $4,761-43.0% |
| Participant deferral / active EE | $4,388 | $4,784-8.3% | $4,167+5.3% | $5,982-26.7% |
| Admin fee / account holder | $1,081 | $10,130-89.3% | $6,795-84.1% | $11,246-90.4% |