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 | $186,330 | $98,750+88.7% | $149,696+24.5% | $79,858+133.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 22.69% | 27.43%-4.7pp | 276.60%-253.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $2,035 | $3,216-36.7% | $4,644-56.2% | $2,471-17.7% |
| Participant deferral / active EE | $6,791 | $5,680+19.6% | $6,842-0.7% | $3,740+81.6% |
| Admin fee / account holder | $30,654 | $6,053+406.5% | $9,309+229.3% | $5,306+477.7% |