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 | $118,658 | $100,754+17.8% | $86,677+36.9% | $134,475-11.8% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -10.44% | 29.04%-39.5pp | 35.91%-46.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,369 | $3,489+25.2% | $2,836+54.0% | $4,740-7.8% |
| Participant deferral / active EE | $6,951 | $5,338+30.2% | $4,656+49.3% | $6,400+8.6% |
| Admin fee / account holder | $14,296 | $10,926+30.8% | $7,493+90.8% | $11,426+25.1% |