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 | $143,171 | $105,181+36.1% | $159,436-10.2% | $85,850+66.8% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 20.65% | 45.07%-24.4pp | 263.57%-242.9pp | 318.53%-297.9pp |
| Employer contribution / active EE | $2,006 | $3,318-39.5% | $4,829-58.5% | $2,565-21.8% |
| Participant deferral / active EE | $5,931 | $5,945-0.2% | $7,352-19.3% | $3,952+50.1% |
| Admin fee / account holder | $14,183 | $6,933+104.6% | $10,799+31.3% | $6,260+126.6% |