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 | $155,211 | $58,208+166.7% | $81,812+89.7% | $80,856+92.0% |
| Participation rate | 78.4% | 63.4%+15.0pp | 72.3%+6.0pp | 67.6%+10.7pp |
| Annual return | 17.52% | 41.66%-24.1pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,321 | $2,340-0.8% | $2,912-20.3% | $2,755-15.8% |
| Participant deferral / active EE | $8,256 | $3,281+151.6% | $4,319+91.2% | $4,296+92.2% |
| Admin fee / account holder | $11,719 | $4,981+135.3% | $7,386+58.7% | $6,918+69.4% |