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 | $163,364 | $78,422+108.3% | $95,952+70.3% | $79,858+104.6% |
| Participation rate | 80.4% | 73.5%+6.9pp | 77.1%+3.3pp | 69.6%+10.8pp |
| Annual return | 18.68% | 19.37%-0.7pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,672 | $1,945+88.8% | $2,541+44.5% | $2,471+48.6% |
| Participant deferral / active EE | $7,177 | $3,440+108.6% | $4,167+72.2% | $3,740+91.9% |
| Admin fee / account holder | $1,753 | $5,622-68.8% | $6,795-74.2% | $5,306-67.0% |