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 | $139,732 | $84,233+65.9% | $170,442-18.0% | $70,131+99.2% |
| Participation rate | 92.1% | 70.8%+21.3pp | 83.6%+8.5pp | 69.5%+22.6pp |
| Annual return | 18.17% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,988 | $3,387-11.8% | $5,433-45.0% | $2,342+27.6% |
| Participant deferral / active EE | $5,318 | $3,086+72.3% | $4,939+7.7% | $3,332+59.6% |
| Admin fee / account holder | $4,028 | $5,698-29.3% | $13,880-71.0% | $4,645-13.3% |