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 | $110,042 | $74,888+46.9% | $71,209+54.5% | $142,382-22.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.04% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,843 | $2,854-35.4% | $2,721-32.3% | $4,299-57.1% |
| Participant deferral / active EE | $4,149 | $4,454-6.9% | $4,175-0.6% | $6,507-36.2% |
| Admin fee / account holder | $37,994 | $5,568+582.3% | $5,349+610.3% | $12,624+201.0% |