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 | $175,487 | $54,705+220.8% | $71,209+146.4% | $84,808+106.9% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.0pp |
| Annual return | 14.57% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,054 | $2,158-4.8% | $2,721-24.5% | $2,631-21.9% |
| Participant deferral / active EE | $3,667 | $3,030+21.0% | $4,175-12.2% | $4,212-12.9% |
| Admin fee / account holder | $7,046 | $4,863+44.9% | $5,349+31.7% | $7,344-4.1% |