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 | $87,703 | $77,634+13.0% | $156,549-44.0% | $62,891+39.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.57% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,940 | $3,444+101.5% | $5,501+26.2% | $2,281+204.3% |
| Participant deferral / active EE | $4,260 | $3,045+39.9% | $4,871-12.5% | $3,203+33.0% |
| Admin fee / account holder | $2,384 | $5,561-57.1% | $13,027-81.7% | $4,296-44.5% |