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 | $81,590 | $91,190-10.5% | $178,490-54.3% | $79,858+2.2% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 20.17% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,100 | $3,256-35.5% | $5,011-58.1% | $2,471-15.0% |
| Participant deferral / active EE | $4,117 | $3,236+27.2% | $5,202-20.8% | $3,740+10.1% |
| Admin fee / account holder | $1,908 | $6,751-71.7% | $13,984-86.4% | $5,306-64.0% |