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 | $162,955 | $77,899+109.2% | $149,673+8.9% | $75,163+116.8% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 19.27% | 31.72%-12.5pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,880 | $3,137+151.2% | $4,818+63.6% | $2,670+195.2% |
| Participant deferral / active EE | $4,629 | $3,411+35.7% | $5,680-18.5% | $4,125+12.2% |
| Admin fee / account holder | $3,610 | $5,956-39.4% | $13,210-72.7% | $5,651-36.1% |