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 | $182,191 | $105,181+73.2% | $159,436+14.3% | $85,850+112.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.8%+2.9pp | 69.3%+16.4pp |
| Annual return | 15.17% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,653 | $3,318+10.1% | $4,829-24.4% | $2,565+42.4% |
| Participant deferral / active EE | $8,208 | $5,945+38.1% | $7,352+11.6% | $3,952+107.7% |
| Admin fee / account holder | $8,398 | $6,933+21.1% | $10,799-22.2% | $6,260+34.2% |