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 5-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 | $164,416 | $65,561+150.8% | $86,188+90.8% | $75,163+118.7% |
| Participation rate | 90.7% | 60.5%+30.2pp | 69.0%+21.7pp | 67.2%+23.5pp |
| Annual return | 18.12% | 46.05%-27.9pp | 1168.45%-1150.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,036 | $1,553+31.1% | $2,380-14.5% | $2,670-23.8% |
| Participant deferral / active EE | $5,959 | $3,024+97.1% | $3,985+49.5% | $4,125+44.5% |
| Admin fee / account holder | $8,498 | $5,474+55.2% | $6,852+24.0% | $5,651+50.4% |