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 5-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 | $122,321 | $78,672+55.5% | $109,143+12.1% | $85,850+42.5% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 15.09% | 25.09%-10.0pp | 25.75%-10.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,124 | $2,735-22.3% | $3,722-42.9% | $2,565-17.2% |
| Participant deferral / active EE | $4,994 | $3,467+44.0% | $4,653+7.3% | $3,952+26.4% |
| Admin fee / account holder | $612 | $5,469-88.8% | $6,752-90.9% | $6,260-90.2% |