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 | $130,621 | $100,923+29.4% | $150,045-12.9% | $74,304+75.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 18.66% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,010 | $3,463-70.8% | $4,693-78.5% | $2,241-55.0% |
| Participant deferral / active EE | $7,756 | $6,709+15.6% | $7,997-3.0% | $3,767+105.9% |
| Admin fee / account holder | $19,431 | $2,767+602.3% | $13,435+44.6% | $2,969+554.5% |