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 | $86,183 | $65,409+31.8% | $98,442-12.5% | $85,850+0.4% |
| Participation rate | 98.2% | 65.0%+33.2pp | 73.3%+24.9pp | 69.3%+28.9pp |
| Annual return | 14.00% | 21.76%-7.8pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $2,050 | $2,168-5.4% | $2,960-30.7% | $2,565-20.1% |
| Participant deferral / active EE | $4,785 | $3,166+51.1% | $4,276+11.9% | $3,952+21.1% |
| Admin fee / account holder | $7,535 | $4,593+64.1% | $5,949+26.6% | $6,260+20.4% |