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 | $137,765 | $124,185+10.9% | $108,410+27.1% | $167,490-17.7% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 11.24% | 1379.64%-1368.4pp | 905.27%-894.0pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,556 | $4,187-38.9% | $3,558-28.2% | $4,837-47.2% |
| Participant deferral / active EE | $5,665 | $6,908-18.0% | $6,563-13.7% | $6,341-10.7% |
| Admin fee / account holder | $3,037 | $9,455-67.9% | $7,295-58.4% | $12,309-75.3% |