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 | $83,535 | $91,037-8.2% | $71,671+16.6% | $147,584-43.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 18.17% | 20.48%-2.3pp | 20.65%-2.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $3,064 | $3,327-7.9% | $2,460+24.6% | $4,876-37.2% |
| Participant deferral / active EE | $8,163 | $4,498+81.5% | $3,438+137.4% | $5,439+50.1% |
| Admin fee / account holder | $6,391 | $8,613-25.8% | $5,558+15.0% | $10,885-41.3% |