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 | $175,840 | $81,248+116.4% | $155,509+13.1% | $80,856+117.5% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,514 | $3,100+45.6% | $4,672-3.4% | $2,755+63.9% |
| Participant deferral / active EE | $8,383 | $3,452+142.9% | $5,626+49.0% | $4,296+95.1% |
| Admin fee / account holder | $3,394 | $7,997-57.6% | $15,912-78.7% | $6,918-50.9% |