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 | $128,637 | $102,317+25.7% | $146,958-12.5% | $80,856+59.1% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.3pp | 67.6%+11.2pp |
| Annual return | 12.96% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,337 | $3,713-64.0% | $4,933-72.9% | $2,755-51.5% |
| Participant deferral / active EE | $7,904 | $6,644+19.0% | $8,070-2.1% | $4,296+84.0% |
| Admin fee / account holder | $4,421 | $7,941-44.3% | $12,998-66.0% | $6,918-36.1% |