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 | $139,976 | $137,414+1.9% | $189,513-26.1% | $85,850+63.0% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 19.78% | 38.14%-18.4pp | 555.15%-535.4pp | 318.53%-298.8pp |
| Employer contribution / active EE | $3,137 | $4,344-27.8% | $6,162-49.1% | $2,565+22.3% |
| Participant deferral / active EE | $7,100 | $6,260+13.4% | $8,221-13.6% | $3,952+79.7% |
| Admin fee / account holder | $10,543 | $8,630+22.2% | $12,045-12.5% | $6,260+68.4% |