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 | $85,727 | $80,968+5.9% | $96,544-11.2% | $75,163+14.1% |
| Participation rate | 75.7% | 71.8%+3.9pp | 76.0%-0.3pp | 67.2%+8.5pp |
| Annual return | 61.41% | 27.06%+34.3pp | 25.84%+35.6pp | 160.62%-99.2pp |
| Employer contribution / active EE | $1,570 | $2,282-31.2% | $2,965-47.0% | $2,670-41.2% |
| Participant deferral / active EE | $5,165 | $3,928+31.5% | $4,851+6.5% | $4,125+25.2% |
| Admin fee / account holder | $16,523 | $6,724+145.7% | $8,252+100.2% | $5,651+192.4% |