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 | $79,999 | $81,632-2.0% | $70,449+13.6% | $158,922-49.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.84% | 208.40%-195.6pp | 109.03%-96.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,312 | $3,217-28.1% | $2,737-15.5% | $4,761-51.4% |
| Participant deferral / active EE | $3,168 | $4,554-30.4% | $3,709-14.6% | $5,982-47.0% |
| Admin fee / account holder | $607 | $6,193-90.2% | $3,845-84.2% | $11,246-94.6% |