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 | $84,739 | $48,046+76.4% | $84,611+0.2% | $72,985+16.1% |
| Participation rate | 90.9% | 57.6%+33.3pp | 68.2%+22.7pp | 69.5%+21.4pp |
| Annual return | 24.12% | 37.38%-13.3pp | 258.74%-234.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,745 | $1,602+8.9% | $2,652-34.2% | $2,440-28.5% |
| Participant deferral / active EE | $4,850 | $2,680+80.9% | $3,899+24.4% | $3,607+34.5% |
| Admin fee / account holder | $16,616 | $3,395+389.5% | $4,912+238.3% | $5,124+224.3% |