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 | $81,906 | $109,881-25.5% | $150,045-45.4% | $84,808-3.4% |
| Participation rate | 95.3% | 76.1%+19.2pp | 82.3%+13.0pp | 68.3%+27.0pp |
| Annual return | 112.99% | 28.25%+84.7pp | 62.55%+50.4pp | 40.90%+72.1pp |
| Employer contribution / active EE | $3,101 | $3,561-12.9% | $4,693-33.9% | $2,631+17.9% |
| Participant deferral / active EE | $11,042 | $6,636+66.4% | $7,997+38.1% | $4,212+162.2% |
| Admin fee / account holder | $10,723 | $8,568+25.2% | $13,435-20.2% | $7,344+46.0% |