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 | $103,779 | $83,902+23.7% | $167,512-38.0% | $84,808+22.4% |
| Participation rate | 78.1% | 66.5%+11.7pp | 77.1%+1.1pp | 68.3%+9.8pp |
| Annual return | 14.68% | 91.55%-76.9pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,669 | $4,442+27.6% | $6,405-11.5% | $4,212+34.6% |
| Admin fee / account holder | $3,747 | $7,915-52.7% | $9,769-61.6% | $7,344-49.0% |