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 | $124,074 | $85,766+44.7% | $136,294-9.0% | $70,131+76.9% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 18.16% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,340 | $2,966+12.6% | $4,695-28.9% | $2,342+42.6% |
| Participant deferral / active EE | $9,365 | $5,051+85.4% | $6,247+49.9% | $3,332+181.1% |
| Admin fee / account holder | $3,082 | $5,420-43.1% | $9,243-66.7% | $4,645-33.7% |