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 | $154,702 | $91,538+69.0% | $129,995+19.0% | $75,163+105.8% |
| Participation rate | 85.2% | 71.4%+13.7pp | 78.5%+6.7pp | 67.2%+18.0pp |
| Annual return | 18.02% | -631.11%+649.1pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,962 | $2,845+39.2% | $4,320-8.3% | $2,670+48.4% |
| Participant deferral / active EE | $2,670 | $4,341-38.5% | $5,820-54.1% | $4,125-35.3% |
| Admin fee / account holder | $667 | $6,790-90.2% | $10,614-93.7% | $5,651-88.2% |