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 | $151,948 | $72,177+110.5% | $115,037+32.1% | $59,632+154.8% |
| Participation rate | 95.7% | 72.6%+23.1pp | 81.4%+14.3pp | 68.7%+27.0pp |
| Annual return | -0.22% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $4,282 | $2,841+50.7% | $4,608-7.1% | $2,203+94.4% |
| Participant deferral / active EE | $6,653 | $4,783+39.1% | $6,026+10.4% | $3,192+108.5% |
| Admin fee / account holder | $7,805 | $4,927+58.4% | $8,175-4.5% | $4,297+81.6% |