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 | $159,393 | $116,175+37.2% | $93,606+70.3% | $152,861+4.3% |
| Participation rate | 95.5% | 78.0%+17.4pp | 75.8%+19.6pp | 82.4%+13.0pp |
| Annual return | 20.06% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,763 | $3,218-45.2% | $2,718-35.1% | $4,762-63.0% |
| Participant deferral / active EE | $5,963 | $4,603+29.5% | $4,069+46.5% | $5,850+1.9% |
| Admin fee / account holder | $24,973 | $10,748+132.4% | $7,888+216.6% | $11,596+115.4% |