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 | $128,721 | $102,616+25.4% | $81,983+57.0% | $158,922-19.0% |
| Participation rate | 86.4% | 75.5%+10.8pp | 69.2%+17.1pp | 82.0%+4.4pp |
| Annual return | 13.10% | 61.04%-47.9pp | 41.31%-28.2pp | 302.83%-289.7pp |
| Employer contribution / active EE | $10,032 | $3,240+209.6% | $2,498+301.6% | $4,761+110.7% |
| Participant deferral / active EE | $2,892 | $4,648-37.8% | $3,722-22.3% | $5,982-51.7% |
| Admin fee / account holder | $18,846 | $8,235+128.9% | $5,664+232.7% | $11,246+67.6% |