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 | $150,174 | $91,190+64.7% | $178,490-15.9% | $79,858+88.1% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 12.34% | 24.19%-11.9pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $9,091 | $3,256+179.2% | $5,011+81.4% | $2,471+267.9% |
| Participant deferral / active EE | $4,422 | $3,236+36.6% | $5,202-15.0% | $3,740+18.2% |
| Admin fee / account holder | $7,508 | $6,751+11.2% | $13,984-46.3% | $5,306+41.5% |