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 | $127,357 | $100,041+27.3% | $149,718-14.9% | $70,131+81.6% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 22.68% | 27.43%-4.8pp | 1501.63%-1479.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,508 | $3,662-31.5% | $5,445-53.9% | $2,342+7.1% |
| Participant deferral / active EE | $6,226 | $4,983+25.0% | $6,569-5.2% | $3,332+86.9% |
| Admin fee / account holder | $380 | $8,286-95.4% | $11,283-96.6% | $4,645-91.8% |