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 | $143,768 | $98,750+45.6% | $149,696-4.0% | $79,858+80.0% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.5%-9.3pp | 69.6%+3.6pp |
| Annual return | 16.07% | 27.43%-11.4pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,120 | $3,216-65.2% | $4,644-75.9% | $2,471-54.7% |
| Participant deferral / active EE | $5,882 | $5,680+3.5% | $6,842-14.0% | $3,740+57.3% |
| Admin fee / account holder | $2,444 | $6,053-59.6% | $9,309-73.7% | $5,306-53.9% |