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 | $152,425 | $114,381+33.3% | $107,525+41.8% | $142,382+7.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,612 | $4,015-34.9% | $3,754-30.4% | $4,299-39.3% |
| Participant deferral / active EE | $5,346 | $5,564-3.9% | $5,116+4.5% | $6,507-17.8% |
| Admin fee / account holder | $30,468 | $9,860+209.0% | $8,919+241.6% | $12,624+141.4% |