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 | $94,608 | $52,519+80.1% | $155,790-39.3% | $59,632+58.7% |
| Participation rate | 97.6% | 61.7%+35.9pp | 76.1%+21.5pp | 68.7%+28.9pp |
| Annual return | -1.27% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $3,045 | $1,589+91.6% | $3,836-20.6% | $2,203+38.3% |
| Participant deferral / active EE | $5,763 | $3,084+86.9% | $4,797+20.1% | $3,192+80.6% |
| Admin fee / account holder | $3,581 | $3,540+1.2% | $7,478-52.1% | $4,297-16.7% |