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 | $98,942 | $107,334-7.8% | $92,893+6.5% | $152,861-35.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.68% | 145.58%-132.9pp | 109.41%-96.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $10,276 | $4,221+143.4% | $3,653+181.3% | $4,762+115.8% |
| Participant deferral / active EE | $2,571 | $4,845-46.9% | $4,236-39.3% | $5,850-56.1% |
| Admin fee / account holder | $813 | $7,079-88.5% | $5,794-86.0% | $11,596-93.0% |