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 | $94,840 | $81,632+16.2% | $70,449+34.6% | $158,922-40.3% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | 17.30% | 208.40%-191.1pp | 109.03%-91.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $4,604 | $3,217+43.1% | $2,737+68.3% | $4,761-3.3% |
| Participant deferral / active EE | $11,418 | $4,554+150.7% | $3,709+207.9% | $5,982+90.9% |
| Admin fee / account holder | $1,006 | $6,193-83.7% | $3,845-73.8% | $11,246-91.1% |