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 | $156,932 | $99,079+58.4% | $77,999+101.2% | $273,961-42.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 4.92% | 217.93%-213.0pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,858 | $3,308+16.7% | $2,470+56.2% | $4,869-20.8% |
| Participant deferral / active EE | $2,843 | $4,306-34.0% | $3,497-18.7% | $5,287-46.2% |
| Admin fee / account holder | $13,275 | $8,954+48.3% | $5,480+142.2% | $10,132+31.0% |