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 | $130,686 | $99,985+30.7% | $146,665-10.9% | $85,850+52.2% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 14.22% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,905 | $2,559-25.5% | $4,136-53.9% | $2,565-25.7% |
| Participant deferral / active EE | $2,862 | $4,006-28.6% | $5,506-48.0% | $3,952-27.6% |
| Admin fee / account holder | $1,194 | $7,702-84.5% | $10,280-88.4% | $6,260-80.9% |