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 | $156,750 | $137,414+14.1% | $189,513-17.3% | $85,850+82.6% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 13.44% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,101 | $4,344-5.6% | $6,162-33.4% | $2,565+59.9% |
| Participant deferral / active EE | $7,832 | $6,260+25.1% | $8,221-4.7% | $3,952+98.2% |
| Admin fee / account holder | $4,388 | $8,630-49.2% | $12,045-63.6% | $6,260-29.9% |