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 | $78,014 | $96,484-19.1% | $75,886+2.8% | $152,861-49.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 42.85% | 33.98%+8.9pp | 30.76%+12.1pp | 345.32%-302.5pp |
| Employer contribution / active EE | $3,059 | $3,309-7.6% | $2,500+22.3% | $4,762-35.8% |
| Participant deferral / active EE | $8,475 | $4,553+86.1% | $3,603+135.2% | $5,850+44.9% |
| Admin fee / account holder | $5,854 | $8,078-27.5% | $5,418+8.0% | $11,596-49.5% |