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 | $177,952 | $80,968+119.8% | $96,544+84.3% | $75,163+136.8% |
| Participation rate | 80.6% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.5pp |
| Annual return | 19.11% | 27.06%-8.0pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,543 | $2,282+11.4% | $2,965-14.2% | $2,670-4.8% |
| Participant deferral / active EE | $6,772 | $3,928+72.4% | $4,851+39.6% | $4,125+64.2% |
| Admin fee / account holder | $2,225 | $6,724-66.9% | $8,252-73.0% | $5,651-60.6% |