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 | $171,192 | $54,705+212.9% | $71,209+140.4% | $84,808+101.9% |
| Participation rate | 74.2% | 64.1%+10.1pp | 73.8%+0.4pp | 68.3%+5.9pp |
| Annual return | 16.51% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,260 | $2,158+51.1% | $2,721+19.8% | $2,631+23.9% |
| Participant deferral / active EE | $5,760 | $3,030+90.1% | $4,175+37.9% | $4,212+36.8% |
| Admin fee / account holder | $8,088 | $4,863+66.3% | $5,349+51.2% | $7,344+10.1% |