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 | $167,805 | $93,571+79.3% | $135,903+23.5% | $75,163+123.3% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 16.26% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,344 | $3,537+22.8% | $4,856-10.5% | $2,670+62.7% |
| Participant deferral / active EE | $7,507 | $6,404+17.2% | $7,758-3.2% | $4,125+82.0% |
| Admin fee / account holder | $21,815 | $6,975+212.7% | $10,762+102.7% | $5,651+286.1% |