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 | $168,634 | $93,571+80.2% | $135,903+24.1% | $75,163+124.4% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 16.93% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $6,717 | $3,537+89.9% | $4,856+38.3% | $2,670+151.6% |
| Participant deferral / active EE | $17,678 | $6,404+176.0% | $7,758+127.9% | $4,125+328.6% |
| Admin fee / account holder | $7,289 | $6,975+4.5% | $10,762-32.3% | $5,651+29.0% |