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 | $123,106 | $53,127+131.7% | $86,590+42.2% | $70,131+75.5% |
| Participation rate | 92.9% | 65.3%+27.5pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 19.77% | 27.66%-7.9pp | 964.84%-945.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,399 | $2,068+64.3% | $2,839+19.7% | $2,342+45.1% |
| Participant deferral / active EE | $9,124 | $2,696+238.5% | $3,609+152.9% | $3,332+173.9% |
| Admin fee / account holder | $2,280 | $3,585-36.4% | $4,906-53.5% | $4,645-50.9% |