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 | $115,255 | $144,119-20.0% | $117,854-2.2% | $147,584-21.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 17.64% | 531.15%-513.5pp | 335.08%-317.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,539 | $4,896-68.6% | $3,786-59.4% | $4,876-68.4% |
| Participant deferral / active EE | $9,195 | $5,316+73.0% | $4,482+105.2% | $5,439+69.1% |
| Admin fee / account holder | $1,064 | $10,886-90.2% | $8,020-86.7% | $10,885-90.2% |