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 | $183,581 | $124,281+47.7% | $109,143+68.2% | $167,490+9.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 22.24% | 26.04%-3.8pp | 25.75%-3.5pp | 478.56%-456.3pp |
| Employer contribution / active EE | $1,522 | $4,207-63.8% | $3,722-59.1% | $4,837-68.5% |
| Participant deferral / active EE | $2,328 | $5,255-55.7% | $4,653-50.0% | $6,341-63.3% |
| Admin fee / account holder | $675 | $7,970-91.5% | $6,752-90.0% | $12,309-94.5% |