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 | $149,501 | $109,327+36.7% | $89,391+67.2% | $158,922-5.9% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 22.73% | 345.68%-322.9pp | 245.62%-222.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,782 | $3,170-12.2% | $2,586+7.6% | $4,761-41.6% |
| Participant deferral / active EE | $6,609 | $4,598+43.7% | $3,890+69.9% | $5,982+10.5% |
| Admin fee / account holder | $1,371 | $6,153-77.7% | $4,881-71.9% | $11,246-87.8% |