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 | $94,182 | $105,181-10.5% | $159,436-40.9% | $85,850+9.7% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 106.31% | 45.07%+61.2pp | 263.57%-157.3pp | 318.53%-212.2pp |
| Employer contribution / active EE | $10,340 | $3,318+211.6% | $4,829+114.1% | $2,565+303.1% |
| Participant deferral / active EE | $10,018 | $5,945+68.5% | $7,352+36.3% | $3,952+153.5% |
| Admin fee / account holder | $1,078 | $6,933-84.4% | $10,799-90.0% | $6,260-82.8% |