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 | $118,726 | $99,957+18.8% | $149,696-20.7% | $73,488+61.6% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.0pp | 70.7%+20.8pp |
| Annual return | 15.60% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $4,714 | $3,191+47.7% | $4,644+1.5% | $2,270+107.7% |
| Participant deferral / active EE | $7,444 | $6,073+22.6% | $6,842+8.8% | $3,740+99.1% |
| Admin fee / account holder | $1,510 | $551+174.1% | $9,309-83.8% | $513+194.2% |