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 | $146,179 | $84,696+72.6% | $75,696+93.1% | $167,490-12.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 18.54% | 199.36%-180.8pp | 104.53%-86.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,606 | $3,230-19.3% | $2,743-5.0% | $4,837-46.1% |
| Participant deferral / active EE | $5,965 | $4,580+30.2% | $3,821+56.1% | $6,341-5.9% |
| Admin fee / account holder | $1,134 | $5,355-78.8% | $3,619-68.7% | $12,309-90.8% |