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 | $93,740 | $98,750-5.1% | $149,696-37.4% | $79,858+17.4% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.5%+7.7pp | 69.6%+20.6pp |
| Annual return | 38.64% | 27.43%+11.2pp | 276.60%-238.0pp | 31.71%+6.9pp |
| Employer contribution / active EE | $3,452 | $3,216+7.3% | $4,644-25.7% | $2,471+39.7% |
| Participant deferral / active EE | $7,307 | $5,680+28.6% | $6,842+6.8% | $3,740+95.4% |
| Admin fee / account holder | $957 | $6,053-84.2% | $9,309-89.7% | $5,306-82.0% |