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 | $152,414 | $85,766+77.7% | $136,294+11.8% | $70,131+117.3% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 16.25% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,280 | $2,966+78.0% | $4,695+12.5% | $2,342+125.4% |
| Participant deferral / active EE | $3,430 | $5,051-32.1% | $6,247-45.1% | $3,332+3.0% |
| Admin fee / account holder | $3,156 | $5,420-41.8% | $9,243-65.9% | $4,645-32.1% |