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 | $162,885 | $110,257+47.7% | $96,544+68.7% | $139,434+16.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.44% | 26.32%-12.9pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,520 | $3,620-58.0% | $2,965-48.7% | $4,751-68.0% |
| Participant deferral / active EE | $4,615 | $5,548-16.8% | $4,851-4.9% | $6,710-31.2% |
| Admin fee / account holder | $28,628 | $11,591+147.0% | $8,252+246.9% | $11,403+151.1% |