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 | $94,323 | $102,966-8.4% | $90,281+4.5% | $152,861-38.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.95% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $951 | $3,139-69.7% | $2,854-66.7% | $4,762-80.0% |
| Participant deferral / active EE | $9,292 | $4,281+117.0% | $3,885+139.2% | $5,850+58.8% |
| Admin fee / account holder | $750 | $6,171-87.8% | $5,351-86.0% | $11,596-93.5% |