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 | $174,635 | $73,933+136.2% | $96,683+80.6% | $75,163+132.3% |
| Participation rate | 89.1% | 66.4%+22.6pp | 74.3%+14.7pp | 67.2%+21.9pp |
| Annual return | 20.24% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $6,020 | $2,928+105.6% | $3,737+61.1% | $2,670+125.5% |
| Participant deferral / active EE | $12,040 | $3,659+229.1% | $4,878+146.8% | $4,125+191.9% |
| Admin fee / account holder | $5,000 | $5,216-4.1% | $6,730-25.7% | $5,651-11.5% |