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 | $95,072 | $70,606+34.7% | $53,898+76.4% | $142,382-33.2% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 12.69% | 619.81%-607.1pp | 528.60%-515.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,371 | $1,202+180.4% | $932+261.6% | $4,299-21.6% |
| Participant deferral / active EE | $3,577 | $2,364+51.3% | $1,826+95.9% | $6,507-45.0% |
| Admin fee / account holder | $4,306 | $2,852+51.0% | $2,491+72.9% | $12,624-65.9% |