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 | $113,774 | $69,207+64.4% | $64,056+77.6% | $139,434-18.4% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 18.80% | 45.88%-27.1pp | 33.69%-14.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $7,932 | $3,182+149.3% | $2,747+188.8% | $4,751+67.0% |
| Participant deferral / active EE | $6,359 | $4,682+35.8% | $3,880+63.9% | $6,710-5.2% |
| Admin fee / account holder | $11,381 | $4,244+168.2% | $3,068+270.9% | $11,403-0.2% |