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 | $111,538 | $112,096-0.5% | $95,952+16.2% | $158,922-29.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 10.29% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $6,763 | $3,198+111.5% | $2,541+166.2% | $4,761+42.1% |
| Participant deferral / active EE | $4,211 | $4,784-12.0% | $4,167+1.0% | $5,982-29.6% |
| Admin fee / account holder | $5,132 | $10,130-49.3% | $6,795-24.5% | $11,246-54.4% |