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 | $151,036 | $58,208+159.5% | $81,812+84.6% | $80,856+86.8% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 17.29% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,935 | $2,340-17.3% | $2,912-33.6% | $2,755-29.8% |
| Participant deferral / active EE | $3,037 | $3,281-7.4% | $4,319-29.7% | $4,296-29.3% |
| Admin fee / account holder | $24,079 | $4,981+383.4% | $7,386+226.0% | $6,918+248.1% |