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 | $130,613 | $66,402+96.7% | $109,895+18.9% | $85,850+52.1% |
| Participation rate | 85.4% | 63.9%+21.6pp | 74.2%+11.2pp | 69.3%+16.1pp |
| Annual return | 17.89% | 19.59%-1.7pp | 29.45%-11.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,100 | $1,687-34.8% | $2,842-61.3% | $2,565-57.1% |
| Participant deferral / active EE | $6,343 | $2,842+123.2% | $4,048+56.7% | $3,952+60.5% |
| Admin fee / account holder | $469 | $4,557-89.7% | $6,066-92.3% | $6,260-92.5% |