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 9-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 | $173,666 | $115,770+50.0% | $101,248+71.5% | $158,922+9.3% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 16.38% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,562 | $4,175-62.6% | $3,660-57.3% | $4,761-67.2% |
| Participant deferral / active EE | $8,483 | $4,957+71.1% | $4,370+94.1% | $5,982+41.8% |
| Admin fee / account holder | $631 | $7,245-91.3% | $5,945-89.4% | $11,246-94.4% |