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 | $172,085 | $112,096+53.5% | $95,952+79.3% | $158,922+8.3% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 7.44% | 171.09%-163.7pp | 91.61%-84.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,352 | $3,198+4.8% | $2,541+31.9% | $4,761-29.6% |
| Participant deferral / active EE | $3,658 | $4,784-23.5% | $4,167-12.2% | $5,982-38.8% |
| Admin fee / account holder | $40,203 | $10,130+296.9% | $6,795+491.6% | $11,246+257.5% |