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 | $113,663 | $84,233+34.9% | $170,442-33.3% | $70,131+62.1% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 28.07% | 23.06%+5.0pp | 205.93%-177.9pp | 73.14%-45.1pp |
| Employer contribution / active EE | $7,299 | $3,387+115.5% | $5,433+34.3% | $2,342+211.6% |
| Participant deferral / active EE | $4,497 | $3,086+45.7% | $4,939-9.0% | $3,332+35.0% |
| Admin fee / account holder | $4,697 | $5,698-17.6% | $13,880-66.2% | $4,645+1.1% |