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 | $167,835 | $99,985+67.9% | $146,665+14.4% | $85,850+95.5% |
| Participation rate | 96.6% | 73.1%+23.6pp | 80.1%+16.5pp | 69.3%+27.3pp |
| Annual return | 14.60% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,303 | $2,559-10.0% | $4,136-44.3% | $2,565-10.2% |
| Participant deferral / active EE | $10,457 | $4,006+161.1% | $5,506+89.9% | $3,952+164.6% |
| Admin fee / account holder | $2,875 | $7,702-62.7% | $10,280-72.0% | $6,260-54.1% |