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 | $165,897 | $89,355+85.7% | $141,162+17.5% | $72,985+127.3% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 25.68% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $806 | $3,114-74.1% | $4,735-83.0% | $2,440-67.0% |
| Participant deferral / active EE | $6,161 | $5,418+13.7% | $6,709-8.2% | $3,607+70.8% |
| Admin fee / account holder | $533 | $5,958-91.1% | $10,261-94.8% | $5,124-89.6% |