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 | $142,480 | $70,669+101.6% | $169,368-15.9% | $75,163+89.6% |
| Participation rate | 94.1% | 64.8%+29.3pp | 77.1%+17.0pp | 67.2%+26.9pp |
| Annual return | 17.29% | 36.36%-19.1pp | 405.60%-388.3pp | 160.62%-143.3pp |
| Employer contribution / active EE | $6,773 | $2,211+206.4% | $4,013+68.8% | $2,670+153.7% |
| Participant deferral / active EE | $7,616 | $4,311+76.7% | $6,221+22.4% | $4,125+84.6% |
| Admin fee / account holder | $15,099 | $5,402+179.5% | $9,003+67.7% | $5,651+167.2% |