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 | $177,040 | $93,571+89.2% | $135,903+30.3% | $75,163+135.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 20.95% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $6,570 | $3,537+85.8% | $4,856+35.3% | $2,670+146.1% |
| Participant deferral / active EE | $7,458 | $6,404+16.5% | $7,758-3.9% | $4,125+80.8% |
| Admin fee / account holder | $860 | $6,975-87.7% | $10,762-92.0% | $5,651-84.8% |