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 | $104,680 | $85,202+22.9% | $172,739-39.4% | $72,985+43.4% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 23.45% | 27.32%-3.9pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $5,150 | $3,324+54.9% | $5,143+0.1% | $2,440+111.1% |
| Participant deferral / active EE | $4,790 | $3,260+46.9% | $5,198-7.8% | $3,607+32.8% |
| Admin fee / account holder | $18,907 | $5,884+221.3% | $13,954+35.5% | $5,124+269.0% |