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 | $168,121 | $81,248+106.9% | $155,509+8.1% | $80,856+107.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.73% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,721 | $3,100+84.5% | $4,672+22.4% | $2,755+107.7% |
| Participant deferral / active EE | $5,641 | $3,452+63.4% | $5,626+0.3% | $4,296+31.3% |
| Admin fee / account holder | $2,682 | $7,997-66.5% | $15,912-83.1% | $6,918-61.2% |