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 | $94,784 | $96,305-1.6% | $80,569+17.6% | $139,434-32.0% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 15.70% | 1350.08%-1334.4pp | 935.43%-919.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,554 | $3,262-21.7% | $2,723-6.2% | $4,751-46.2% |
| Participant deferral / active EE | $7,344 | $5,232+40.4% | $4,447+65.1% | $6,710+9.4% |
| Admin fee / account holder | $889 | $6,599-86.5% | $5,377-83.5% | $11,403-92.2% |