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 | $83,497 | $49,922+67.3% | $80,569+3.6% | $75,163+11.1% |
| Participation rate | 94.4% | 55.3%+39.1pp | 67.0%+27.4pp | 67.2%+27.2pp |
| Annual return | 26.09% | 34.69%-8.6pp | 935.43%-909.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,994 | $1,698+17.4% | $2,723-26.8% | $2,670-25.3% |
| Participant deferral / active EE | $7,633 | $2,990+155.2% | $4,447+71.6% | $4,125+85.0% |
| Admin fee / account holder | $9,075 | $3,577+153.7% | $5,377+68.8% | $5,651+60.6% |