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 | $151,432 | $176,662-14.3% | $130,648+15.9% | $152,861-0.9% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 18.83% | 2692.24%-2673.4pp | 1708.96%-1690.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,092 | $5,742-28.7% | $4,0920% | $4,762-14.1% |
| Participant deferral / active EE | $6,646 | $4,361+52.4% | $3,603+84.5% | $5,850+13.6% |
| Admin fee / account holder | $1,908 | $7,133-73.3% | $5,464-65.1% | $11,596-83.5% |