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 | $105,241 | $102,317+2.9% | $146,958-28.4% | $80,856+30.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.60% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,131 | $3,713-42.6% | $4,933-56.8% | $2,755-22.6% |
| Participant deferral / active EE | $5,913 | $6,644-11.0% | $8,070-26.7% | $4,296+37.6% |
| Admin fee / account holder | $9,276 | $7,941+16.8% | $12,998-28.6% | $6,918+34.1% |