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 | $110,531 | $183,519-39.8% | $155,509-28.9% | $145,922-24.3% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 13.77% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $13,067 | $5,313+145.9% | $4,672+179.7% | $4,660+180.4% |
| Participant deferral / active EE | $8,189 | $6,462+26.7% | $5,626+45.5% | $6,688+22.4% |
| Admin fee / account holder | $2,996 | $19,313-84.5% | $15,912-81.2% | $13,397-77.6% |