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 | $150,528 | $210,648-28.5% | $177,989-15.4% | $145,922+3.2% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.2pp | 80.3%+15.0pp |
| Annual return | 13.47% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,118 | $4,565-75.5% | $3,949-71.7% | $4,660-76.0% |
| Participant deferral / active EE | $5,608 | $6,958-19.4% | $6,276-10.6% | $6,688-16.1% |
| Admin fee / account holder | $1,901 | $12,013-84.2% | $10,363-81.7% | $13,397-85.8% |