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 | $147,471 | $109,327+34.9% | $89,391+65.0% | $158,922-7.2% |
| Participation rate | 81.3% | 74.3%+7.0pp | 68.0%+13.3pp | 82.0%-0.7pp |
| Annual return | 11.91% | 345.68%-333.8pp | 245.62%-233.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,264 | $3,170-60.1% | $2,586-51.1% | $4,761-73.5% |
| Participant deferral / active EE | $4,082 | $4,598-11.2% | $3,890+4.9% | $5,982-31.8% |
| Admin fee / account holder | $1,578 | $6,153-74.3% | $4,881-67.7% | $11,246-86.0% |