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 | $118,883 | $125,758-5.5% | $169,993-30.1% | $75,163+58.2% |
| Participation rate | 84.2% | 83.6%+0.6pp | 87.0%-2.8pp | 67.2%+17.0pp |
| Annual return | 17.39% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,538 | $4,615-1.7% | $6,785-33.1% | $2,670+70.0% |
| Participant deferral / active EE | $8,702 | $6,837+27.3% | $10,408-16.4% | $4,125+111.0% |
| Admin fee / account holder | $1,584 | $8,173-80.6% | $12,815-87.6% | $5,651-72.0% |