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 | $122,041 | $102,317+19.3% | $146,958-17.0% | $80,856+50.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.88% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,757 | $3,713+1.2% | $4,933-23.8% | $2,755+36.4% |
| Participant deferral / active EE | $7,930 | $6,644+19.4% | $8,070-1.7% | $4,296+84.6% |
| Admin fee / account holder | $4,328 | $7,941-45.5% | $12,998-66.7% | $6,918-37.4% |