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 | $173,322 | $77,899+122.5% | $149,673+15.8% | $75,163+130.6% |
| Participation rate | 98.9% | 65.6%+33.3pp | 78.8%+20.1pp | 67.2%+31.7pp |
| Annual return | 14.26% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,100 | $3,137+30.7% | $4,818-14.9% | $2,670+53.6% |
| Participant deferral / active EE | $4,298 | $3,411+26.0% | $5,680-24.3% | $4,125+4.2% |
| Admin fee / account holder | $2,662 | $5,956-55.3% | $13,210-79.9% | $5,651-52.9% |