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 | $90,963 | $61,774+47.3% | $97,226-6.4% | $80,856+12.5% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.7%+25.7pp | 67.6%+30.7pp |
| Annual return | 12.86% | -557.90%+570.8pp | 75.13%-62.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,350 | $1,837+136.9% | $2,729+59.4% | $2,755+57.9% |
| Participant deferral / active EE | $5,358 | $3,029+76.9% | $4,264+25.7% | $4,296+24.7% |
| Admin fee / account holder | $3,677 | $5,166-28.8% | $5,654-35.0% | $6,918-46.9% |