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 | $92,503 | $72,400+27.8% | $67,502+37.0% | $145,922-36.6% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.6pp | 80.3%+14.2pp |
| Annual return | 20.26% | 7182.46%-7162.2pp | 3512.12%-3491.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $5,654 | $3,069+84.2% | $2,731+107.1% | $4,660+21.3% |
| Participant deferral / active EE | $5,489 | $4,783+14.8% | $4,000+37.2% | $6,688-17.9% |
| Admin fee / account holder | $854 | $5,539-84.6% | $3,998-78.6% | $13,397-93.6% |