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 | $171,703 | $89,753+91.3% | $107,525+59.7% | $84,808+102.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 21.53% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $4,341 | $3,113+39.4% | $3,754+15.6% | $2,631+65.0% |
| Participant deferral / active EE | $11,976 | $4,056+195.3% | $5,116+134.1% | $4,212+184.4% |
| Admin fee / account holder | $1,114 | $7,222-84.6% | $8,919-87.5% | $7,344-84.8% |