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 | $162,898 | $83,902+94.2% | $167,512-2.8% | $84,808+92.1% |
| Participation rate | 86.7% | 66.5%+20.2pp | 77.1%+9.6pp | 68.3%+18.4pp |
| Annual return | 15.04% | 91.55%-76.5pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,856 | $2,264+26.1% | $3,882-26.4% | $2,631+8.5% |
| Participant deferral / active EE | $5,790 | $4,442+30.3% | $6,405-9.6% | $4,212+37.5% |
| Admin fee / account holder | $2,958 | $7,915-62.6% | $9,769-69.7% | $7,344-59.7% |