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 | $104,824 | $70,756+48.1% | $65,493+60.1% | $142,382-26.4% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 19.27% | 1754.89%-1735.6pp | 982.45%-963.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,813 | $2,881-2.3% | $2,574+9.3% | $4,299-34.6% |
| Participant deferral / active EE | $8,931 | $4,637+92.6% | $3,961+125.5% | $6,507+37.3% |
| Admin fee / account holder | $930 | $6,559-85.8% | $5,028-81.5% | $12,624-92.6% |