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 | $133,003 | $99,985+33.0% | $146,665-9.3% | $85,850+54.9% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 13.69% | 18.93%-5.2pp | 22.74%-9.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $5,830 | $2,559+127.9% | $4,136+41.0% | $2,565+127.3% |
| Participant deferral / active EE | $10,162 | $4,006+153.7% | $5,506+84.6% | $3,952+157.2% |
| Admin fee / account holder | $16,352 | $7,702+112.3% | $10,280+59.1% | $6,260+161.2% |