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 | $126,532 | $121,625+4.0% | $104,607+21.0% | $158,922-20.4% |
| Participation rate | 84.6% | 77.5%+7.1pp | 74.1%+10.5pp | 82.0%+2.7pp |
| Annual return | 14.63% | 465.26%-450.6pp | 340.46%-325.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,901 | $3,163-8.3% | $2,681+8.2% | $4,761-39.1% |
| Participant deferral / active EE | $10,223 | $4,177+144.7% | $3,740+173.4% | $5,982+70.9% |
| Admin fee / account holder | $6,348 | $7,787-18.5% | $6,473-1.9% | $11,246-43.6% |