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 | $86,696 | $152,587-43.2% | $125,175-30.7% | $152,861-43.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.55% | 54.84%-26.3pp | 43.79%-15.2pp | 345.32%-316.8pp |
| Employer contribution / active EE | $8,505 | $4,946+72.0% | $3,865+120.0% | $4,762+78.6% |
| Participant deferral / active EE | $9,931 | $5,868+69.2% | $4,937+101.2% | $5,850+69.8% |
| Admin fee / account holder | $563 | $13,434-95.8% | $9,702-94.2% | $11,596-95.1% |