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 | $91,933 | $98,750-6.9% | $149,696-38.6% | $79,858+15.1% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 18.40% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,716 | $3,216-46.6% | $4,644-63.0% | $2,471-30.5% |
| Participant deferral / active EE | $7,324 | $5,680+28.9% | $6,842+7.1% | $3,740+95.8% |
| Admin fee / account holder | $763 | $6,053-87.4% | $9,309-91.8% | $5,306-85.6% |