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 | $112,659 | $72,400+55.6% | $67,502+66.9% | $145,922-22.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.28% | 7182.46%-7166.2pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,017 | $3,069-66.9% | $2,731-62.8% | $4,660-78.2% |
| Participant deferral / active EE | $4,738 | $4,783-0.9% | $4,000+18.4% | $6,688-29.2% |
| Admin fee / account holder | $1,613 | $5,539-70.9% | $3,998-59.6% | $13,397-88.0% |