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 | $118,073 | $78,705+50.0% | $117,854+0.2% | $70,131+68.4% |
| Participation rate | 92.0% | 73.2%+18.8pp | 79.7%+12.3pp | 69.5%+22.5pp |
| Annual return | 13.32% | 23.30%-10.0pp | 335.08%-321.8pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,438 | $2,223+9.7% | $3,786-35.6% | $2,342+4.1% |
| Participant deferral / active EE | $2,915 | $3,297-11.6% | $4,482-34.9% | $3,332-12.5% |
| Admin fee / account holder | $14,055 | $5,065+177.5% | $8,020+75.3% | $4,645+202.6% |