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 | $156,974 | $64,707+142.6% | $112,228+39.9% | $68,494+129.2% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | 4.36% | -11.40%+15.8pp | 27.45%-23.1pp | -7.84%+12.2pp |
| Employer contribution / active EE | $5,297 | $2,746+92.9% | $3,635+45.7% | $2,596+104.0% |
| Participant deferral / active EE | $5,263 | $3,565+47.6% | $4,728+11.3% | $4,027+30.7% |
| Admin fee / account holder | $15,959 | $5,232+205.0% | $6,410+149.0% | $5,403+195.4% |