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 | $175,409 | $88,083+99.1% | $164,813+6.4% | $74,495+135.5% |
| Participation rate | 76.2% | 73.0%+3.2pp | 78.6%-2.4pp | 67.2%+9.0pp |
| Annual return | 12.27% | 17.26%-5.0pp | 69.93%-57.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,634 | $2,593+1.6% | $4,341-39.3% | $2,623+0.4% |
| Participant deferral / active EE | $5,684 | $4,498+26.4% | $6,031-5.8% | $4,346+30.8% |
| Admin fee / account holder | $8,444 | $2,234+278.0% | $12,690-33.5% | $1,942+334.8% |