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 | $134,676 | $112,881+19.3% | $90,951+48.1% | $158,922-15.3% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 11.57% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,475 | $2,893-49.0% | $2,122-30.5% | $4,761-69.0% |
| Participant deferral / active EE | $5,340 | $4,128+29.4% | $3,373+58.3% | $5,982-10.7% |
| Admin fee / account holder | $2,063 | $8,041-74.3% | $5,959-65.4% | $11,246-81.7% |