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 | $194,913 | $117,841+65.4% | $102,423+90.3% | $145,922+33.6% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 14.28% | 31.65%-17.4pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,886 | $3,615-20.2% | $3,023-4.5% | $4,660-38.1% |
| Participant deferral / active EE | $6,433 | $5,731+12.3% | $5,053+27.3% | $6,688-3.8% |
| Admin fee / account holder | $5,030 | $13,326-62.3% | $9,451-46.8% | $13,397-62.5% |