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 | $125,795 | $85,766+46.7% | $136,294-7.7% | $70,131+79.4% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 17.37% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,772 | $2,966+27.2% | $4,695-19.7% | $2,342+61.0% |
| Participant deferral / active EE | $7,872 | $5,051+55.8% | $6,247+26.0% | $3,332+136.3% |
| Admin fee / account holder | $6,336 | $5,420+16.9% | $9,243-31.5% | $4,645+36.4% |