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 | $96,693 | $109,359-11.6% | $162,163-40.4% | $72,985+32.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.49% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $6,919 | $3,907+77.1% | $5,614+23.2% | $2,440+183.6% |
| Participant deferral / active EE | $17,074 | $5,481+211.5% | $7,298+134.0% | $3,607+373.3% |
| Admin fee / account holder | $6,683 | $7,972-16.2% | $10,843-38.4% | $5,124+30.4% |