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 | $179,973 | $114,381+57.3% | $107,525+67.4% | $142,382+26.4% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 12.12% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,424 | $4,015+10.2% | $3,754+17.9% | $4,299+2.9% |
| Participant deferral / active EE | $11,233 | $5,564+101.9% | $5,116+119.6% | $6,507+72.6% |
| Admin fee / account holder | $73,594 | $9,860+646.4% | $8,919+725.2% | $12,624+483.0% |