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 | $135,539 | $102,317+32.5% | $146,958-7.8% | $80,856+67.6% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 12.16% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,913 | $3,713+59.2% | $4,933+19.9% | $2,755+114.6% |
| Participant deferral / active EE | $8,542 | $6,644+28.6% | $8,070+5.8% | $4,296+98.8% |
| Admin fee / account holder | $6,204 | $7,941-21.9% | $12,998-52.3% | $6,918-10.3% |