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 | $189,379 | $96,965+95.3% | $97,995+93.3% | $147,584+28.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 82.4%+3.3pp | 82.8%+2.9pp |
| Annual return | 19.61% | 24.11%-4.5pp | 23.94%-4.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $2,804 | $4,536-38.2% | $4,158-32.6% | $4,876-42.5% |
| Participant deferral / active EE | $8,097 | $5,081+59.4% | $5,097+58.9% | $5,439+48.9% |
| Admin fee / account holder | $2,352 | $8,120-71.0% | $5,943-60.4% | $10,885-78.4% |