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 | $129,170 | $96,635+33.7% | $86,612+49.1% | $139,434-7.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.68% | 106.41%-93.7pp | 591.07%-578.4pp | 372.94%-360.3pp |
| Employer contribution / active EE | $5,000 | $3,263+53.2% | $3,022+65.4% | $4,751+5.2% |
| Participant deferral / active EE | $3,161 | $4,836-34.6% | $4,438-28.8% | $6,710-52.9% |
| Admin fee / account holder | $22,298 | $6,408+248.0% | $5,614+297.2% | $11,403+95.6% |