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 | $107,149 | $65,409+63.8% | $98,442+8.8% | $85,850+24.8% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.2pp | 69.3%+28.2pp |
| Annual return | 12.30% | 21.76%-9.5pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,887 | $2,168-12.9% | $2,960-36.2% | $2,565-26.4% |
| Participant deferral / active EE | $7,042 | $3,166+122.4% | $4,276+64.7% | $3,952+78.2% |
| Admin fee / account holder | $1,778 | $4,593-61.3% | $5,949-70.1% | $6,260-71.6% |