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 | $98,880 | $53,127+86.1% | $86,590+14.2% | $70,131+41.0% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 16.78% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,821 | $2,068+181.4% | $2,839+105.0% | $2,342+148.5% |
| Participant deferral / active EE | $6,956 | $2,696+158.0% | $3,609+92.8% | $3,332+108.8% |
| Admin fee / account holder | $1,424 | $3,585-60.3% | $4,906-71.0% | $4,645-69.3% |