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 | $113,923 | $102,317+11.3% | $146,958-22.5% | $80,856+40.9% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 12.74% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,357 | $3,713-63.5% | $4,933-72.5% | $2,755-50.8% |
| Participant deferral / active EE | $4,517 | $6,644-32.0% | $8,070-44.0% | $4,296+5.1% |
| Admin fee / account holder | $9,382 | $7,941+18.1% | $12,998-27.8% | $6,918+35.6% |