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 | $179,862 | $209,832-14.3% | $189,513-5.1% | $167,490+7.4% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.18% | 748.27%-737.1pp | 555.15%-544.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,677 | $6,914-75.7% | $6,162-72.8% | $4,837-65.3% |
| Participant deferral / active EE | $10,218 | $8,935+14.4% | $8,221+24.3% | $6,341+61.1% |
| Admin fee / account holder | $612 | $14,293-95.7% | $12,045-94.9% | $12,309-95.0% |