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 | $134,233 | $86,286+55.6% | $111,297+20.6% | $85,850+56.4% |
| Participation rate | 90.9% | 73.3%+17.6pp | 77.3%+13.6pp | 69.3%+21.6pp |
| Annual return | 16.13% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,148 | $2,043+5.1% | $2,731-21.4% | $2,565-16.3% |
| Participant deferral / active EE | $7,350 | $3,641+101.9% | $4,487+63.8% | $3,952+86.0% |
| Admin fee / account holder | $10,417 | $8,188+27.2% | $7,964+30.8% | $6,260+66.4% |