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 | $134,392 | $117,381+14.5% | $99,443+35.1% | $152,861-12.1% |
| Participation rate | 94.1% | 77.5%+16.6pp | 73.8%+20.3pp | 82.4%+11.7pp |
| Annual return | 18.32% | 31.87%-13.5pp | 30.72%-12.4pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,501 | $3,013-50.2% | $2,540-40.9% | $4,762-68.5% |
| Participant deferral / active EE | $4,114 | $4,086+0.7% | $3,619+13.7% | $5,850-29.7% |
| Admin fee / account holder | $1,431 | $7,631-81.2% | $6,250-77.1% | $11,596-87.7% |