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 | $163,778 | $49,922+228.1% | $80,569+103.3% | $75,163+117.9% |
| Participation rate | 81.4% | 55.3%+26.1pp | 67.0%+14.4pp | 67.2%+14.2pp |
| Annual return | 14.79% | 34.69%-19.9pp | 935.43%-920.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,848 | $1,698+67.7% | $2,723+4.6% | $2,670+6.7% |
| Participant deferral / active EE | $7,913 | $2,990+164.6% | $4,447+77.9% | $4,125+91.8% |
| Admin fee / account holder | $4,392 | $3,577+22.8% | $5,377-18.3% | $5,651-22.3% |