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 | $109,053 | $85,202+28.0% | $172,739-36.9% | $72,985+49.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 74.84% | 27.32%+47.5pp | 802.84%-728.0pp | 81.00%-6.2pp |
| Employer contribution / active EE | $1,259 | $3,324-62.1% | $5,143-75.5% | $2,440-48.4% |
| Participant deferral / active EE | $5,119 | $3,260+57.0% | $5,198-1.5% | $3,607+41.9% |
| Admin fee / account holder | $1,596 | $5,884-72.9% | $13,954-88.6% | $5,124-68.8% |