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 | $87,141 | $98,240-11.3% | $82,313+5.9% | $147,584-41.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,125 | $3,192-2.1% | $2,428+28.7% | $4,876-35.9% |
| Participant deferral / active EE | $5,822 | $4,383+32.8% | $3,706+57.1% | $5,439+7.0% |
| Admin fee / account holder | $7,521 | $8,563-12.2% | $5,608+34.1% | $10,885-30.9% |