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 | $175,273 | $58,828+197.9% | $77,999+124.7% | $62,891+178.7% |
| Participation rate | 88.5% | 71.1%+17.4pp | 75.5%+12.9pp | 69.3%+19.2pp |
| Annual return | 8.12% | 17.16%-9.0pp | 425.96%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,001 | $1,672-40.1% | $2,470-59.5% | $2,281-56.1% |
| Participant deferral / active EE | $6,123 | $2,686+128.0% | $3,497+75.1% | $3,203+91.2% |
| Admin fee / account holder | $7,251 | $4,393+65.0% | $5,480+32.3% | $4,296+68.8% |