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 | $126,397 | $150,440-16.0% | $136,294-7.3% | $147,584-14.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.28% | 1049.08%-1025.8pp | 5155.94%-5132.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,761 | $5,256-66.5% | $4,695-62.5% | $4,876-63.9% |
| Participant deferral / active EE | $5,499 | $6,630-17.1% | $6,247-12.0% | $5,439+1.1% |
| Admin fee / account holder | $613 | $10,905-94.4% | $9,243-93.4% | $10,885-94.4% |