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 | $142,173 | $85,766+65.8% | $136,294+4.3% | $70,131+102.7% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 17.24% | 31.45%-14.2pp | 5155.94%-5138.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,276 | $2,966+10.5% | $4,695-30.2% | $2,342+39.9% |
| Participant deferral / active EE | $4,012 | $5,051-20.6% | $6,247-35.8% | $3,332+20.4% |
| Admin fee / account holder | $1,125 | $5,420-79.2% | $9,243-87.8% | $4,645-75.8% |