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 | $180,598 | $65,395+176.2% | $182,532-1.1% | $72,985+147.4% |
| Participation rate | 84.4% | 65.4%+19.0pp | 78.0%+6.5pp | 69.5%+15.0pp |
| Annual return | 21.40% | 27.68%-6.3pp | 148.54%-127.1pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,502 | $1,911+83.2% | $4,076-14.1% | $2,440+43.5% |
| Participant deferral / active EE | $7,790 | $3,563+118.7% | $5,524+41.0% | $3,607+116.0% |
| Admin fee / account holder | $6,824 | $4,245+60.8% | $8,592-20.6% | $5,124+33.2% |