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 | $94,796 | $78,672+20.5% | $109,143-13.1% | $85,850+10.4% |
| Participation rate | 98.8% | 68.3%+30.6pp | 75.9%+23.0pp | 69.3%+29.5pp |
| Annual return | 13.51% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,481 | $2,735+27.3% | $3,722-6.5% | $2,565+35.7% |
| Participant deferral / active EE | $8,195 | $3,467+136.3% | $4,653+76.1% | $3,952+107.4% |
| Admin fee / account holder | $13,144 | $5,469+140.3% | $6,752+94.7% | $6,260+110.0% |