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 | $137,663 | $102,317+34.5% | $146,958-6.3% | $80,856+70.3% |
| Participation rate | 84.5% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 14.32% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,123 | $3,713-42.8% | $4,933-57.0% | $2,755-22.9% |
| Participant deferral / active EE | $5,120 | $6,644-22.9% | $8,070-36.6% | $4,296+19.2% |
| Admin fee / account holder | $2,117 | $7,941-73.3% | $12,998-83.7% | $6,918-69.4% |