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 | $98,678 | $76,552+28.9% | $123,892-20.4% | $62,891+56.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $10,253 | $2,883+255.7% | $4,617+122.1% | $2,281+349.5% |
| Participant deferral / active EE | $7,384 | $4,840+52.6% | $5,984+23.4% | $3,203+130.5% |
| Admin fee / account holder | $5,352 | $4,826+10.9% | $8,357-36.0% | $4,296+24.6% |