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 | $177,540 | $117,983+50.5% | $101,794+74.4% | $142,382+24.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 12.30% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $12,150 | $2,773+338.2% | $2,289+430.8% | $4,299+182.6% |
| Participant deferral / active EE | $3,076 | $4,714-34.7% | $4,084-24.7% | $6,507-52.7% |
| Admin fee / account holder | $6,139 | $10,433-41.2% | $8,777-30.1% | $12,624-51.4% |