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 | $174,661 | $124,319+40.5% | $111,297+56.9% | $167,490+4.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 15.71% | 37.44%-21.7pp | 54.65%-38.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,862 | $3,435-45.8% | $2,731-31.8% | $4,837-61.5% |
| Participant deferral / active EE | $6,691 | $5,180+29.2% | $4,487+49.1% | $6,341+5.5% |
| Admin fee / account holder | $1,498 | $10,618-85.9% | $7,964-81.2% | $12,309-87.8% |