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 | $150,155 | $115,770+29.7% | $101,248+48.3% | $158,922-5.5% |
| Participation rate | 88.2% | 79.4%+8.9pp | 75.8%+12.4pp | 82.0%+6.3pp |
| Annual return | 14.74% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $9,369 | $4,175+124.4% | $3,660+156.0% | $4,761+96.8% |
| Participant deferral / active EE | $10,526 | $4,957+112.3% | $4,370+140.9% | $5,982+76.0% |
| Admin fee / account holder | $3,008 | $7,245-58.5% | $5,945-49.4% | $11,246-73.2% |