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 | $110,056 | $102,317+7.6% | $146,958-25.1% | $80,856+36.1% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 12.99% | 134.76%-121.8pp | 418.34%-405.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,993 | $3,713+61.4% | $4,933+21.5% | $2,755+117.5% |
| Participant deferral / active EE | $2,698 | $6,644-59.4% | $8,070-66.6% | $4,296-37.2% |
| Admin fee / account holder | $21,409 | $7,941+169.6% | $12,998+64.7% | $6,918+209.5% |