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 | $177,768 | $89,355+98.9% | $141,162+25.9% | $72,985+143.6% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 20.34% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,603 | $3,114+47.8% | $4,735-2.8% | $2,440+88.6% |
| Participant deferral / active EE | $7,383 | $5,418+36.3% | $6,709+10.0% | $3,607+104.7% |
| Admin fee / account holder | $23,984 | $5,958+302.5% | $10,261+133.7% | $5,124+368.0% |