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 | $127,290 | $109,359+16.4% | $162,163-21.5% | $72,985+74.4% |
| Participation rate | 98.5% | 84.3%+14.2pp | 87.6%+10.9pp | 69.5%+29.0pp |
| Annual return | 39.44% | 25.46%+14.0pp | 115.59%-76.1pp | 81.00%-41.6pp |
| Employer contribution / active EE | $2,515 | $3,907-35.6% | $5,614-55.2% | $2,440+3.1% |
| Participant deferral / active EE | $7,535 | $5,481+37.5% | $7,298+3.2% | $3,607+108.9% |
| Admin fee / account holder | $4,149 | $7,972-48.0% | $10,843-61.7% | $5,124-19.0% |