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 | $140,365 | $91,538+53.3% | $129,995+8.0% | $75,163+86.7% |
| Participation rate | 74.1% | 71.4%+2.6pp | 78.5%-4.4pp | 67.2%+6.9pp |
| Annual return | 16.61% | -631.11%+647.7pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,619 | $2,845-7.9% | $4,320-39.4% | $2,670-1.9% |
| Participant deferral / active EE | $5,178 | $4,341+19.3% | $5,820-11.0% | $4,125+25.5% |
| Admin fee / account holder | $10,405 | $6,790+53.2% | $10,614-2.0% | $5,651+84.1% |