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 | $92,735 | $116,175-20.2% | $93,606-0.9% | $152,861-39.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.25% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,252 | $3,218+32.1% | $2,718+56.4% | $4,762-10.7% |
| Participant deferral / active EE | $1,698 | $4,603-63.1% | $4,069-58.3% | $5,850-71.0% |
| Admin fee / account holder | $15,980 | $10,748+48.7% | $7,888+102.6% | $11,596+37.8% |