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 | $142,880 | $175,202-18.4% | $149,673-4.5% | $139,434+2.5% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 14.80% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,744 | $5,474+4.9% | $4,818+19.2% | $4,751+20.9% |
| Participant deferral / active EE | $5,931 | $6,519-9.0% | $5,680+4.4% | $6,710-11.6% |
| Admin fee / account holder | $74,932 | $16,150+364.0% | $13,210+467.2% | $11,403+557.2% |