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 | $123,326 | $142,405-13.4% | $115,157+7.1% | $152,861-19.3% |
| Participation rate | 90.9% | 82.4%+8.6pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | 24.30% | 41.48%-17.2pp | 35.60%-11.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,173 | $4,010-45.8% | $3,179-31.6% | $4,762-54.4% |
| Participant deferral / active EE | $4,774 | $5,164-7.6% | $4,168+14.5% | $5,850-18.4% |
| Admin fee / account holder | $987 | $8,462-88.3% | $7,088-86.1% | $11,596-91.5% |