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 | $174,134 | $109,359+59.2% | $162,163+7.4% | $72,985+138.6% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.3pp |
| Annual return | 19.99% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $7,461 | $3,907+90.9% | $5,614+32.9% | $2,440+205.8% |
| Participant deferral / active EE | $4,076 | $5,481-25.6% | $7,298-44.1% | $3,607+13.0% |
| Admin fee / account holder | $2,681 | $7,972-66.4% | $10,843-75.3% | $5,124-47.7% |