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 | $184,972 | $65,561+182.1% | $86,188+114.6% | $75,163+146.1% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 14.33% | 46.05%-31.7pp | 1168.45%-1154.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,263 | $1,553-18.6% | $2,380-46.9% | $2,670-52.7% |
| Participant deferral / active EE | $4,677 | $3,024+54.7% | $3,985+17.3% | $4,125+13.4% |
| Admin fee / account holder | $6,223 | $5,474+13.7% | $6,852-9.2% | $5,651+10.1% |