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 | $98,530 | $98,750-0.2% | $149,696-34.2% | $79,858+23.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 15.68% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,480 | $3,216+8.2% | $4,644-25.1% | $2,471+40.8% |
| Participant deferral / active EE | $7,878 | $5,680+38.7% | $6,842+15.2% | $3,740+110.6% |
| Admin fee / account holder | $3,129 | $6,053-48.3% | $9,309-66.4% | $5,306-41.0% |