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 | $133,019 | $115,770+14.9% | $101,248+31.4% | $158,922-16.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 8.36% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.5pp |
| Employer contribution / active EE | $3,065 | $4,175-26.6% | $3,660-16.2% | $4,761-35.6% |
| Participant deferral / active EE | $7,945 | $4,957+60.3% | $4,370+81.8% | $5,982+32.8% |
| Admin fee / account holder | $28,739 | $7,245+296.7% | $5,945+383.4% | $11,246+155.6% |