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 | $118,247 | $100,041+18.2% | $149,718-21.0% | $70,131+68.6% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 19.21% | 27.43%-8.2pp | 1501.63%-1482.4pp | 73.14%-53.9pp |
| Employer contribution / active EE | $17,297 | $3,662+372.4% | $5,445+217.7% | $2,342+638.4% |
| Participant deferral / active EE | $12,739 | $4,983+155.7% | $6,569+93.9% | $3,332+282.4% |
| Admin fee / account holder | $6,197 | $8,286-25.2% | $11,283-45.1% | $4,645+33.4% |