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 | $157,897 | $74,888+110.8% | $71,209+121.7% | $142,382+10.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.91% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,867 | $2,854+35.5% | $2,721+42.1% | $4,299-10.1% |
| Participant deferral / active EE | $4,086 | $4,454-8.3% | $4,175-2.1% | $6,507-37.2% |
| Admin fee / account holder | $7,373 | $5,568+32.4% | $5,349+37.8% | $12,624-41.6% |