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 | $99,626 | $81,625+22.1% | $58,482+70.4% | $139,434-28.5% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 24.00% | 7404.20%-7380.2pp | 4239.32%-4215.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,205 | $1,398+57.7% | $1,053+109.3% | $4,751-53.6% |
| Participant deferral / active EE | $4,972 | $2,557+94.5% | $1,924+158.5% | $6,710-25.9% |
| Admin fee / account holder | $310 | $3,265-90.5% | $2,516-87.7% | $11,403-97.3% |