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 | $179,271 | $78,422+128.6% | $95,952+86.8% | $79,858+124.5% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 15.31% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,605 | $3,440+33.9% | $4,167+10.5% | $3,740+23.1% |
| Admin fee / account holder | $9,313 | $5,622+65.7% | $6,795+37.1% | $5,306+75.5% |