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 | $91,157 | $96,305-5.3% | $80,569+13.1% | $139,434-34.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.23% | 1350.08%-1335.9pp | 935.43%-921.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,205 | $3,262-1.7% | $2,723+17.7% | $4,751-32.5% |
| Participant deferral / active EE | $3,651 | $5,232-30.2% | $4,447-17.9% | $6,710-45.6% |
| Admin fee / account holder | $2,118 | $6,599-67.9% | $5,377-60.6% | $11,403-81.4% |