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 | $166,353 | $98,750+68.5% | $149,696+11.1% | $79,858+108.3% |
| Participation rate | 79.3% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.7pp |
| Annual return | 21.32% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $2,290 | $3,216-28.8% | $4,644-50.7% | $2,471-7.3% |
| Participant deferral / active EE | $5,777 | $5,680+1.7% | $6,842-15.6% | $3,740+54.5% |
| Admin fee / account holder | $20,907 | $6,053+245.4% | $9,309+124.6% | $5,306+294.0% |