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 | $143,975 | $202,432-28.9% | $169,368-15.0% | $139,434+3.3% |
| Participation rate | 91.3% | 81.1%+10.2pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 18.09% | 531.74%-513.6pp | 405.60%-387.5pp | 372.94%-354.9pp |
| Employer contribution / active EE | $5,435 | $4,692+15.8% | $4,013+35.4% | $4,751+14.4% |
| Participant deferral / active EE | $6,361 | $6,938-8.3% | $6,221+2.2% | $6,710-5.2% |
| Admin fee / account holder | $9,484 | $10,708-11.4% | $9,003+5.3% | $11,403-16.8% |