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 | $114,954 | $115,770-0.7% | $101,248+13.5% | $158,922-27.7% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 17.42% | 56.14%-38.7pp | 46.47%-29.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,558 | $4,175-38.7% | $3,660-30.1% | $4,761-46.3% |
| Participant deferral / active EE | $8,052 | $4,957+62.4% | $4,370+84.2% | $5,982+34.6% |
| Admin fee / account holder | $492 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |