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 | $83,026 | $65,561+26.6% | $86,188-3.7% | $75,163+10.5% |
| Participation rate | 90.9% | 60.5%+30.4pp | 69.0%+22.0pp | 67.2%+23.7pp |
| Annual return | 19.54% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,577 | $1,553+66.0% | $2,380+8.3% | $2,670-3.5% |
| Participant deferral / active EE | $6,611 | $3,024+118.6% | $3,985+65.9% | $4,125+60.3% |
| Admin fee / account holder | $1,265 | $5,474-76.9% | $6,852-81.5% | $5,651-77.6% |