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 | $125,864 | $65,409+92.4% | $98,442+27.9% | $85,850+46.6% |
| Participation rate | 84.8% | 65.0%+19.9pp | 73.3%+11.5pp | 69.3%+15.5pp |
| Annual return | 13.80% | 21.76%-8.0pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,462 | $2,168+59.7% | $2,960+17.0% | $2,565+35.0% |
| Participant deferral / active EE | $9,003 | $3,166+184.3% | $4,276+110.5% | $3,952+127.8% |
| Admin fee / account holder | $1,430 | $4,593-68.9% | $5,949-76.0% | $6,260-77.2% |