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 | $124,083 | $85,766+44.7% | $136,294-9.0% | $70,131+76.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 17.01% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $6,469 | $2,966+118.1% | $4,695+37.8% | $2,342+176.2% |
| Participant deferral / active EE | $9,783 | $5,051+93.7% | $6,247+56.6% | $3,332+193.6% |
| Admin fee / account holder | $2,907 | $5,420-46.4% | $9,243-68.5% | $4,645-37.4% |