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 | $88,666 | $100,041-11.4% | $149,718-40.8% | $70,131+26.4% |
| Participation rate | 75.9% | 83.6%-7.7pp | 87.1%-11.2pp | 69.5%+6.3pp |
| Annual return | 14.94% | 27.43%-12.5pp | 1501.63%-1486.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,833 | $3,662-50.0% | $5,445-66.3% | $2,342-21.8% |
| Participant deferral / active EE | $4,037 | $4,983-19.0% | $6,569-38.5% | $3,332+21.2% |
| Admin fee / account holder | $22,285 | $8,286+168.9% | $11,283+97.5% | $4,645+379.7% |