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 | $127,270 | $60,124+111.7% | $90,404+40.8% | $79,858+59.4% |
| Participation rate | 90.3% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.6pp |
| Annual return | 16.89% | 71.94%-55.1pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,247 | $2,068+105.4% | $3,262+30.2% | $2,471+71.9% |
| Participant deferral / active EE | $1,182 | $2,938-59.8% | $3,963-70.2% | $3,740-68.4% |
| Admin fee / account holder | $1,517 | $3,976-61.8% | $5,611-73.0% | $5,306-71.4% |