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 | $120,068 | $165,335-27.4% | $149,696-19.8% | $158,922-24.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 34.29% | 348.15%-313.9pp | 276.60%-242.3pp | 302.83%-268.5pp |
| Employer contribution / active EE | $11,667 | $5,103+128.6% | $4,644+151.2% | $4,761+145.0% |
| Participant deferral / active EE | $12,311 | $7,181+71.4% | $6,842+79.9% | $5,982+105.8% |
| Admin fee / account holder | $4,252 | $10,807-60.7% | $9,309-54.3% | $11,246-62.2% |