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 | $173,330 | $87,013+99.2% | $106,213+63.2% | $80,856+114.4% |
| Participation rate | 96.7% | 70.4%+26.2pp | 75.3%+21.4pp | 67.6%+29.0pp |
| Annual return | 12.59% | 17.05%-4.5pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,611 | $2,395+92.5% | $3,171+45.4% | $2,755+67.4% |
| Participant deferral / active EE | $10,905 | $3,986+173.6% | $5,016+117.4% | $4,296+153.9% |
| Admin fee / account holder | $20,725 | $8,431+145.8% | $11,033+87.8% | $6,918+199.6% |