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 | $190,909 | $98,750+93.3% | $149,696+27.5% | $79,858+139.1% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 13.09% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,485 | $3,216+39.4% | $4,644-3.4% | $2,471+81.5% |
| Participant deferral / active EE | $5,329 | $5,680-6.2% | $6,842-22.1% | $3,740+42.5% |
| Admin fee / account holder | $4,284 | $6,053-29.2% | $9,309-54.0% | $5,306-19.3% |