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 | $146,955 | $83,902+75.2% | $167,512-12.3% | $84,808+73.3% |
| Participation rate | 98.4% | 66.5%+31.9pp | 77.1%+21.3pp | 68.3%+30.0pp |
| Annual return | 14.03% | 91.55%-77.5pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,217 | $2,264+86.3% | $3,882+8.6% | $2,631+60.3% |
| Participant deferral / active EE | $7,812 | $4,442+75.9% | $6,405+22.0% | $4,212+85.5% |
| Admin fee / account holder | $6,377 | $7,915-19.4% | $9,769-34.7% | $7,344-13.2% |