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 | $166,970 | $111,754+49.4% | $103,333+61.6% | $145,922+14.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.27% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,511 | $4,212-16.6% | $3,868-9.2% | $4,660-24.6% |
| Participant deferral / active EE | $8,015 | $5,619+42.7% | $5,057+58.5% | $6,688+19.9% |
| Admin fee / account holder | $5,581 | $9,750-42.8% | $8,355-33.2% | $13,397-58.3% |