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 | $186,316 | $103,376+80.2% | $87,100+113.9% | $152,861+21.9% |
| Participation rate | 90.5% | 79.3%+11.1pp | 76.9%+13.6pp | 82.4%+8.0pp |
| Annual return | 20.78% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,143 | $3,220-33.4% | $2,521-15.0% | $4,762-55.0% |
| Participant deferral / active EE | $7,414 | $4,778+55.2% | $4,049+83.1% | $5,850+26.7% |
| Admin fee / account holder | $2,133 | $12,205-82.5% | $7,497-71.6% | $11,596-81.6% |