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 | $134,528 | $125,758+7.0% | $169,993-20.9% | $75,163+79.0% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 21.84% | 27.20%-5.4pp | 53.37%-31.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $6,563 | $4,615+42.2% | $6,785-3.3% | $2,670+145.8% |
| Participant deferral / active EE | $10,827 | $6,837+58.3% | $10,408+4.0% | $4,125+162.5% |
| Admin fee / account holder | $1,582 | $8,173-80.7% | $12,815-87.7% | $5,651-72.0% |