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 | $127,046 | $63,861+98.9% | $104,607+21.5% | $79,858+59.1% |
| Participation rate | 78.1% | 64.9%+13.2pp | 74.1%+4.0pp | 69.6%+8.4pp |
| Annual return | 13.44% | 21.30%-7.9pp | 340.46%-327.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,138 | $1,588-28.4% | $2,681-57.6% | $2,471-54.0% |
| Participant deferral / active EE | $4,230 | $2,693+57.0% | $3,740+13.1% | $3,740+13.1% |
| Admin fee / account holder | $8,770 | $4,185+109.5% | $6,473+35.5% | $5,306+65.3% |