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 | $167,220 | $83,902+99.3% | $167,512-0.2% | $84,808+97.2% |
| Participation rate | 90.3% | 66.5%+23.9pp | 77.1%+13.3pp | 68.3%+22.0pp |
| Annual return | 16.55% | 91.55%-75.0pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,525 | $2,264-32.7% | $3,882-60.7% | $2,631-42.1% |
| Participant deferral / active EE | $6,869 | $4,442+54.6% | $6,405+7.3% | $4,212+63.1% |
| Admin fee / account holder | $44,073 | $7,915+456.8% | $9,769+351.2% | $7,344+500.1% |