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 | $119,190 | $78,672+51.5% | $109,143+9.2% | $85,850+38.8% |
| Participation rate | 90.5% | 68.3%+22.2pp | 75.9%+14.6pp | 69.3%+21.2pp |
| Annual return | 13.62% | 25.09%-11.5pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,985 | $3,467+72.6% | $4,653+28.6% | $3,952+51.4% |
| Admin fee / account holder | $6,778 | $5,469+23.9% | $6,752+0.4% | $6,260+8.3% |