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 | $140,517 | $65,703+113.9% | $94,224+49.1% | $59,632+135.6% |
| Participation rate | 80.0% | 72.1%+7.9pp | 78.8%+1.2pp | 68.7%+11.3pp |
| Annual return | 0.79% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,541 | $2,021-23.8% | $3,587-57.0% | $2,203-30.1% |
| Participant deferral / active EE | $4,160 | $3,143+32.4% | $4,320-3.7% | $3,192+30.4% |
| Admin fee / account holder | $20,627 | $4,264+383.7% | $6,269+229.0% | $4,297+380.0% |