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 | $98,879 | $109,881-10.0% | $150,045-34.1% | $84,808+16.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.98% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,514 | $3,561+54.8% | $4,693+17.5% | $2,631+109.6% |
| Participant deferral / active EE | $8,185 | $6,636+23.3% | $7,997+2.3% | $4,212+94.3% |
| Admin fee / account holder | $1,306 | $8,568-84.8% | $13,435-90.3% | $7,344-82.2% |