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 | $116,429 | $115,770+0.6% | $101,248+15.0% | $158,922-26.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 8.23% | 56.14%-47.9pp | 46.47%-38.2pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,558 | $4,175-62.7% | $3,660-57.4% | $4,761-67.3% |
| Participant deferral / active EE | $7,107 | $4,957+43.4% | $4,370+62.6% | $5,982+18.8% |
| Admin fee / account holder | $3,359 | $7,245-53.6% | $5,945-43.5% | $11,246-70.1% |