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 | $98,563 | $64,839+52.0% | $95,585+3.1% | $84,808+16.2% |
| Participation rate | 96.7% | 63.8%+32.8pp | 72.1%+24.6pp | 68.3%+28.4pp |
| Annual return | 16.84% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,326 | $1,759+202.8% | $2,527+110.8% | $2,631+102.4% |
| Participant deferral / active EE | $5,460 | $2,965+84.2% | $4,023+35.7% | $4,212+29.6% |
| Admin fee / account holder | $21,488 | $5,964+260.3% | $6,127+250.7% | $7,344+192.6% |