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 | $127,008 | $96,305+31.9% | $80,569+57.6% | $139,434-8.9% |
| Participation rate | 77.3% | 73.6%+3.6pp | 67.0%+10.3pp | 80.3%-3.0pp |
| Annual return | 13.57% | 1350.08%-1336.5pp | 935.43%-921.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,777 | $3,262+15.8% | $2,723+38.7% | $4,751-20.5% |
| Participant deferral / active EE | $5,621 | $5,232+7.4% | $4,447+26.4% | $6,710-16.2% |
| Admin fee / account holder | $2,026 | $6,599-69.3% | $5,377-62.3% | $11,403-82.2% |