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 | $157,230 | $135,635+15.9% | $110,238+42.6% | $135,375+16.1% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | 0.39% | 513.19%-512.8pp | 314.74%-314.4pp | 519.73%-519.3pp |
| Employer contribution / active EE | $3,815 | $4,906-22.2% | $3,826-0.3% | $4,779-20.2% |
| Participant deferral / active EE | $8,942 | $5,506+62.4% | $4,672+91.4% | $5,609+59.4% |
| Admin fee / account holder | $18,656 | $11,457+62.8% | $8,547+118.3% | $10,827+72.3% |