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 | $93,205 | $85,202+9.4% | $172,739-46.0% | $72,985+27.7% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.2pp |
| Annual return | 22.96% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $6,772 | $3,324+103.7% | $5,143+31.7% | $2,440+177.6% |
| Participant deferral / active EE | $6,007 | $3,260+84.3% | $5,198+15.6% | $3,607+66.5% |
| Admin fee / account holder | $1,269 | $5,884-78.4% | $13,954-90.9% | $5,124-75.2% |