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 | $98,598 | $87,013+13.3% | $106,213-7.2% | $80,856+21.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 24.51% | 17.05%+7.5pp | 116.14%-91.6pp | 35.59%-11.1pp |
| Employer contribution / active EE | $2,626 | $2,395+9.6% | $3,171-17.2% | $2,755-4.7% |
| Participant deferral / active EE | $3,127 | $3,986-21.5% | $5,016-37.7% | $4,296-27.2% |
| Admin fee / account holder | $1,659 | $8,431-80.3% | $11,033-85.0% | $6,918-76.0% |