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 | $172,824 | $98,750+75.0% | $149,696+15.5% | $79,858+116.4% |
| Participation rate | 90.7% | 75.8%+15.0pp | 82.5%+8.3pp | 69.6%+21.1pp |
| Annual return | 14.96% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,055 | $3,216+57.2% | $4,644+8.8% | $2,471+104.6% |
| Participant deferral / active EE | $12,698 | $5,680+123.6% | $6,842+85.6% | $3,740+239.5% |
| Admin fee / account holder | $12,038 | $6,053+98.9% | $9,309+29.3% | $5,306+126.9% |