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 | $108,007 | $102,317+5.6% | $146,958-26.5% | $80,856+33.6% |
| Participation rate | 98.3% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | 12.56% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,315 | $3,713-10.7% | $4,933-32.8% | $2,755+20.3% |
| Participant deferral / active EE | $10,084 | $6,644+51.8% | $8,070+25.0% | $4,296+134.8% |
| Admin fee / account holder | $857 | $7,941-89.2% | $12,998-93.4% | $6,918-87.6% |