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 | $92,110 | $102,317-10.0% | $146,958-37.3% | $80,856+13.9% |
| Participation rate | 97.4% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 16.01% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,850 | $3,713+30.6% | $4,933-1.7% | $2,755+76.1% |
| Participant deferral / active EE | $11,908 | $6,644+79.2% | $8,070+47.6% | $4,296+177.2% |
| Admin fee / account holder | $1,187 | $7,941-85.1% | $12,998-90.9% | $6,918-82.8% |