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 | $98,893 | $88,751+11.4% | $81,812+20.9% | $145,922-32.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 11.24% | 1025.40%-1014.2pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,926 | $3,083-5.1% | $2,912+0.5% | $4,660-37.2% |
| Participant deferral / active EE | $9,552 | $4,643+105.7% | $4,319+121.2% | $6,688+42.8% |
| Admin fee / account holder | $4,385 | $8,415-47.9% | $7,386-40.6% | $13,397-67.3% |