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 | $197,158 | $102,317+92.7% | $146,958+34.2% | $80,856+143.8% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 16.67% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,082 | $3,713+9.9% | $4,933-17.2% | $2,755+48.2% |
| Participant deferral / active EE | $10,804 | $6,644+62.6% | $8,070+33.9% | $4,296+151.5% |
| Admin fee / account holder | $9,610 | $7,941+21.0% | $12,998-26.1% | $6,918+38.9% |