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 | $142,139 | $138,044+3.0% | $125,339+13.4% | $134,475+5.7% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | 3.78% | 750.33%-746.5pp | 572.05%-568.3pp | 417.96%-414.2pp |
| Employer contribution / active EE | $2,627 | $5,243-49.9% | $4,814-45.4% | $4,740-44.6% |
| Participant deferral / active EE | $8,337 | $7,799+6.9% | $7,446+12.0% | $6,400+30.3% |
| Admin fee / account holder | $12,544 | $11,571+8.4% | $10,010+25.3% | $11,426+9.8% |