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 | $151,098 | $158,398-4.6% | $126,539+19.4% | $142,382+6.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 13.29% | 593.76%-580.5pp | 425.95%-412.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,325 | $4,650-28.5% | $3,674-9.5% | $4,299-22.7% |
| Participant deferral / active EE | $5,009 | $4,767+5.1% | $4,083+22.7% | $6,507-23.0% |
| Admin fee / account holder | $36,085 | $6,918+421.6% | $6,065+495.0% | $12,624+185.8% |