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 | $141,731 | $102,966+37.6% | $90,281+57.0% | $152,861-7.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 20.85% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,773 | $3,139+52.1% | $2,854+67.2% | $4,762+0.2% |
| Participant deferral / active EE | $8,044 | $4,281+87.9% | $3,885+107.0% | $5,850+37.5% |
| Admin fee / account holder | $803 | $6,171-87.0% | $5,351-85.0% | $11,596-93.1% |