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 | $156,527 | $96,635+62.0% | $86,612+80.7% | $139,434+12.3% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 17.78% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,572 | $3,263-21.2% | $3,022-14.9% | $4,751-45.9% |
| Participant deferral / active EE | $5,732 | $4,836+18.5% | $4,438+29.2% | $6,710-14.6% |
| Admin fee / account holder | $1,262 | $6,408-80.3% | $5,614-77.5% | $11,403-88.9% |