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 | $108,743 | $159,901-32.0% | $146,958-26.0% | $145,922-25.5% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 34.01% | 98.13%-64.1pp | 418.34%-384.3pp | 561.29%-527.3pp |
| Employer contribution / active EE | $5,724 | $5,286+8.3% | $4,933+16.0% | $4,660+22.8% |
| Participant deferral / active EE | $11,546 | $8,428+37.0% | $8,070+43.1% | $6,688+72.6% |
| Admin fee / account holder | $653 | $15,044-95.7% | $12,998-95.0% | $13,397-95.1% |