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 | $119,876 | $60,124+99.4% | $90,404+32.6% | $79,858+50.1% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 11.02% | 71.94%-60.9pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,124 | $2,068+2.7% | $3,262-34.9% | $2,471-14.0% |
| Participant deferral / active EE | $3,411 | $2,938+16.1% | $3,963-13.9% | $3,740-8.8% |
| Admin fee / account holder | $21,456 | $3,976+439.6% | $5,611+282.4% | $5,306+304.4% |