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 | $166,453 | $80,717+106.2% | $154,803+7.5% | $84,808+96.3% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.4pp | 68.3%+30.2pp |
| Annual return | 13.44% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,798 | $2,761+110.0% | $4,305+34.7% | $2,631+120.4% |
| Participant deferral / active EE | $4,196 | $3,303+27.0% | $5,540-24.3% | $4,212-0.4% |
| Admin fee / account holder | $28,205 | $6,746+318.1% | $14,329+96.8% | $7,344+284.1% |