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 | $133,279 | $97,757+36.3% | $83,848+59.0% | $135,375-1.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 3.44% | 1287.37%-1283.9pp | 850.88%-847.4pp | 519.73%-516.3pp |
| Employer contribution / active EE | $8,758 | $4,222+107.5% | $3,631+141.2% | $4,779+83.3% |
| Participant deferral / active EE | $3,287 | $4,682-29.8% | $4,082-19.5% | $5,609-41.4% |
| Admin fee / account holder | $14,585 | $6,674+118.5% | $5,478+166.2% | $10,827+34.7% |