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 | $134,128 | $91,538+46.5% | $129,995+3.2% | $75,163+78.4% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 16.78% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,955 | $2,845+74.1% | $4,320+14.7% | $2,670+85.6% |
| Participant deferral / active EE | $7,947 | $4,341+83.1% | $5,820+36.5% | $4,125+92.6% |
| Admin fee / account holder | $17,797 | $6,790+162.1% | $10,614+67.7% | $5,651+214.9% |