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 | $92,135 | $102,616-10.2% | $81,983+12.4% | $158,922-42.0% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.2%+13.1pp | 82.0%+0.4pp |
| Annual return | 13.52% | 61.04%-47.5pp | 41.31%-27.8pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,955 | $3,240-39.7% | $2,498-21.7% | $4,761-58.9% |
| Participant deferral / active EE | $4,158 | $4,648-10.5% | $3,722+11.7% | $5,982-30.5% |
| Admin fee / account holder | $6,072 | $8,235-26.3% | $5,664+7.2% | $11,246-46.0% |