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 | $126,396 | $74,888+68.8% | $71,209+77.5% | $142,382-11.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.89% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,097 | $2,854-26.5% | $2,721-22.9% | $4,299-51.2% |
| Participant deferral / active EE | $11,606 | $4,454+160.6% | $4,175+178.0% | $6,507+78.4% |
| Admin fee / account holder | $7,579 | $5,568+36.1% | $5,349+41.7% | $12,624-40.0% |