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 | $125,436 | $210,648-40.5% | $177,989-29.5% | $145,922-14.0% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.79% | 385.86%-371.1pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,496 | $4,565+64.2% | $3,949+89.8% | $4,660+60.9% |
| Participant deferral / active EE | $8,449 | $6,958+21.4% | $6,276+34.6% | $6,688+26.3% |
| Admin fee / account holder | $341 | $12,013-97.2% | $10,363-96.7% | $13,397-97.5% |