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 | $75,714 | $40,256+88.1% | $57,343+32.0% | $59,632+27.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.16% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $7,037 | $1,922+266.1% | $2,689+161.7% | $2,203+219.5% |
| Participant deferral / active EE | $4,334 | $2,399+80.6% | $3,162+37.0% | $3,192+35.8% |
| Admin fee / account holder | $1,663 | $2,818-41.0% | $3,356-50.4% | $4,297-61.3% |