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 | $99,901 | $30,400+228.6% | $53,898+85.4% | $84,808+17.8% |
| Participation rate | 71.4% | 46.4%+25.0pp | 55.0%+16.5pp | 68.3%+3.1pp |
| Annual return | 17.81% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,287 | $603+279.4% | $932+145.3% | $2,631-13.1% |
| Participant deferral / active EE | $2,211 | $1,199+84.5% | $1,826+21.1% | $4,212-47.5% |
| Admin fee / account holder | $1,294 | $1,993-35.1% | $2,491-48.1% | $7,344-82.4% |