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 | $175,431 | $124,319+41.1% | $111,297+57.6% | $167,490+4.7% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 11.73% | 37.44%-25.7pp | 54.65%-42.9pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,372 | $3,435-60.0% | $2,731-49.7% | $4,837-71.6% |
| Participant deferral / active EE | $4,713 | $5,180-9.0% | $4,487+5.0% | $6,341-25.7% |
| Admin fee / account holder | $55,864 | $10,618+426.1% | $7,964+601.5% | $12,309+353.9% |