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 | $110,671 | $105,181+5.2% | $159,436-30.6% | $85,850+28.9% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 16.47% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $794 | $3,318-76.1% | $4,829-83.6% | $2,565-69.1% |
| Participant deferral / active EE | $4,777 | $5,945-19.7% | $7,352-35.0% | $3,952+20.9% |
| Admin fee / account holder | $2,117 | $6,933-69.5% | $10,799-80.4% | $6,260-66.2% |