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 | $126,456 | $95,561+32.3% | $77,163+63.9% | $139,434-9.3% |
| Participation rate | 76.5% | 73.9%+2.5pp | 69.6%+6.9pp | 80.3%-3.8pp |
| Annual return | 23.64% | 54.92%-31.3pp | 37.87%-14.2pp | 372.94%-349.3pp |
| Employer contribution / active EE | $4,293 | $3,147+36.4% | $2,535+69.3% | $4,751-9.6% |
| Participant deferral / active EE | $4,038 | $4,624-12.7% | $3,833+5.3% | $6,710-39.8% |
| Admin fee / account holder | $11,635 | $8,295+40.3% | $5,472+112.6% | $11,403+2.0% |