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 | $165,730 | $88,083+88.2% | $164,813+0.6% | $74,495+122.5% |
| Participation rate | 84.2% | 73.0%+11.1pp | 78.6%+5.6pp | 67.2%+17.0pp |
| Annual return | 14.98% | 17.26%-2.3pp | 69.93%-54.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,663 | $2,593-35.9% | $4,341-61.7% | $2,623-36.6% |
| Participant deferral / active EE | $6,311 | $4,498+40.3% | $6,031+4.6% | $4,346+45.2% |
| Admin fee / account holder | $13,911 | $2,234+522.8% | $12,690+9.6% | $1,942+616.4% |