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 9-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 | $103,920 | $70,606+47.2% | $53,898+92.8% | $142,382-27.0% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 19.03% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,588 | $1,202+115.3% | $932+177.7% | $4,299-39.8% |
| Participant deferral / active EE | $3,085 | $2,364+30.5% | $1,826+68.9% | $6,507-52.6% |
| Admin fee / account holder | $952 | $2,852-66.6% | $2,491-61.8% | $12,624-92.5% |