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 | $105,195 | $85,766+22.7% | $136,294-22.8% | $70,131+50.0% |
| Participation rate | 98.5% | 74.2%+24.3pp | 81.9%+16.6pp | 69.5%+28.9pp |
| Annual return | 16.53% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $10,621 | $2,966+258.1% | $4,695+126.2% | $2,342+353.4% |
| Participant deferral / active EE | $6,891 | $5,051+36.4% | $6,247+10.3% | $3,332+106.8% |
| Admin fee / account holder | $5,262 | $5,420-2.9% | $9,243-43.1% | $4,645+13.3% |