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 | $128,241 | $77,145+66.2% | $108,410+18.3% | $85,850+49.4% |
| Participation rate | 72.7% | 74.7%-1.9pp | 80.1%-7.4pp | 69.3%+3.4pp |
| Annual return | 16.01% | 44.54%-28.5pp | 905.27%-889.3pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,322 | $2,379-44.4% | $3,558-62.8% | $2,565-48.4% |
| Participant deferral / active EE | $2,841 | $5,566-49.0% | $6,563-56.7% | $3,952-28.1% |
| Admin fee / account holder | $7,503 | $5,172+45.1% | $7,295+2.8% | $6,260+19.9% |