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 | $120,877 | $99,918+21.0% | $81,382+48.5% | $145,922-17.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 16.64% | 34.32%-17.7pp | 24.73%-8.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,369 | $2,978-20.4% | $2,463-3.8% | $4,660-49.2% |
| Participant deferral / active EE | $5,569 | $4,605+20.9% | $3,883+43.4% | $6,688-16.7% |
| Admin fee / account holder | $86,600 | $8,212+954.5% | $5,768+1401.3% | $13,397+546.4% |