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 | $118,123 | $112,881+4.6% | $90,951+29.9% | $158,922-25.7% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 11.24% | 215.79%-204.6pp | 134.60%-123.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $7,399 | $2,893+155.8% | $2,122+248.7% | $4,761+55.4% |
| Participant deferral / active EE | $9,858 | $4,128+138.8% | $3,373+192.3% | $5,982+64.8% |
| Admin fee / account holder | $54,597 | $8,041+579.0% | $5,959+816.3% | $11,246+385.5% |