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 | $117,303 | $85,766+36.8% | $136,294-13.9% | $70,131+67.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 17.43% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,629 | $2,966-11.4% | $4,695-44.0% | $2,342+12.2% |
| Participant deferral / active EE | $5,569 | $5,051+10.2% | $6,247-10.9% | $3,332+67.2% |
| Admin fee / account holder | $4,456 | $5,420-17.8% | $9,243-51.8% | $4,645-4.1% |