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 | $161,997 | $80,717+100.7% | $154,803+4.6% | $84,808+91.0% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 13.74% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $11,239 | $2,761+307.0% | $4,305+161.0% | $2,631+327.2% |
| Participant deferral / active EE | $5,487 | $3,303+66.1% | $5,540-1.0% | $4,212+30.3% |
| Admin fee / account holder | $5,365 | $6,746-20.5% | $14,329-62.6% | $7,344-26.9% |