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 | $93,732 | $53,127+76.4% | $86,590+8.2% | $70,131+33.7% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 18.43% | 27.66%-9.2pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,996 | $2,068-3.5% | $2,839-29.7% | $2,342-14.8% |
| Participant deferral / active EE | $6,020 | $2,696+123.3% | $3,609+66.8% | $3,332+80.7% |
| Admin fee / account holder | $2,049 | $3,585-42.9% | $4,906-58.2% | $4,645-55.9% |