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 | $96,950 | $65,561+47.9% | $86,188+12.5% | $75,163+29.0% |
| Participation rate | 97.6% | 60.5%+37.1pp | 69.0%+28.6pp | 67.2%+30.4pp |
| Annual return | 15.68% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,168 | $1,553-24.8% | $2,380-50.9% | $2,670-56.3% |
| Participant deferral / active EE | $4,854 | $3,024+60.5% | $3,985+21.8% | $4,125+17.7% |
| Admin fee / account holder | $15,748 | $5,474+187.7% | $6,852+129.8% | $5,651+178.7% |