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 | $173,784 | $89,355+94.5% | $141,162+23.1% | $72,985+138.1% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 26.76% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $7,967 | $3,114+155.8% | $4,735+68.3% | $2,440+226.5% |
| Participant deferral / active EE | $11,843 | $5,418+118.6% | $6,709+76.5% | $3,607+228.3% |
| Admin fee / account holder | $22,990 | $5,958+285.9% | $10,261+124.0% | $5,124+348.6% |