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 | $132,379 | $94,529+40.0% | $140,016-5.5% | $64,186+106.2% |
| Participation rate | 98.5% | 84.1%+14.4pp | 87.5%+11.0pp | 69.6%+28.9pp |
| Annual return | -4.18% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,267 | $3,812+38.1% | $5,606-6.0% | $2,381+121.2% |
| Participant deferral / active EE | $4,972 | $5,250-5.3% | $6,927-28.2% | $3,470+43.3% |
| Admin fee / account holder | $6,480 | $6,741-3.9% | $10,705-39.5% | $4,888+32.6% |