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 | $173,650 | $93,571+85.6% | $135,903+27.8% | $75,163+131.0% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 20.56% | 30.90%-10.3pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,791 | $3,537-49.3% | $4,856-63.1% | $2,670-32.9% |
| Participant deferral / active EE | $8,980 | $6,404+40.2% | $7,758+15.8% | $4,125+117.7% |
| Admin fee / account holder | $17,086 | $6,975+144.9% | $10,762+58.8% | $5,651+202.3% |