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 | $160,605 | $80,724+99.0% | $103,333+55.4% | $74,495+115.6% |
| Participation rate | 71.2% | 65.7%+5.5pp | 74.5%-3.3pp | 67.2%+4.0pp |
| Annual return | 16.39% | 27.56%-11.2pp | 24.88%-8.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,316 | $3,157-58.3% | $3,868-66.0% | $2,623-49.8% |
| Participant deferral / active EE | $5,335 | $3,860+38.2% | $5,057+5.5% | $4,346+22.8% |
| Admin fee / account holder | $6,072 | $2,368+156.4% | $8,355-27.3% | $1,942+212.7% |