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 | $96,737 | $98,750-2.0% | $149,696-35.4% | $79,858+21.1% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 20.74% | 27.43%-6.7pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $3,243 | $3,216+0.8% | $4,644-30.2% | $2,471+31.2% |
| Participant deferral / active EE | $7,534 | $5,680+32.6% | $6,842+10.1% | $3,740+101.4% |
| Admin fee / account holder | $2,952 | $6,053-51.2% | $9,309-68.3% | $5,306-44.4% |