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 | $118,199 | $106,890+10.6% | $84,015+40.7% | $152,861-22.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 19.33% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,618 | $2,734-40.8% | $1,983-18.4% | $4,762-66.0% |
| Participant deferral / active EE | $5,428 | $4,011+35.3% | $3,239+67.6% | $5,850-7.2% |
| Admin fee / account holder | $6,325 | $8,285-23.7% | $6,101+3.7% | $11,596-45.5% |