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 | $176,657 | $81,208+117.5% | $98,907+78.6% | $79,858+121.2% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 10.89% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $616 | $1,960-68.6% | $2,689-77.1% | $2,471-75.1% |
| Participant deferral / active EE | $6,437 | $3,265+97.2% | $4,244+51.7% | $3,740+72.1% |
| Admin fee / account holder | $3,159 | $6,013-47.5% | $6,642-52.4% | $5,306-40.5% |