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 | $140,876 | $127,777+10.3% | $106,548+32.2% | $167,490-15.9% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 13.85% | 33.87%-20.0pp | 26.80%-12.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $11,572 | $3,427+237.7% | $2,819+310.5% | $4,837+139.2% |
| Participant deferral / active EE | $6,924 | $5,087+36.1% | $4,398+57.4% | $6,341+9.2% |
| Admin fee / account holder | $5,843 | $11,228-48.0% | $7,407-21.1% | $12,309-52.5% |