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 | $138,650 | $105,181+31.8% | $159,436-13.0% | $85,850+61.5% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 12.67% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $7,999 | $3,318+141.0% | $4,829+65.6% | $2,565+211.8% |
| Participant deferral / active EE | $6,127 | $5,945+3.1% | $7,352-16.7% | $3,952+55.0% |
| Admin fee / account holder | $5,619 | $6,933-19.0% | $10,799-48.0% | $6,260-10.2% |