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 | $75,914 | $99,020-23.3% | $86,590-12.3% | $147,584-48.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 19.67% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,447 | $3,132-53.8% | $2,839-49.0% | $4,876-70.3% |
| Participant deferral / active EE | $6,517 | $3,972+64.1% | $3,609+80.6% | $5,439+19.8% |
| Admin fee / account holder | $2,372 | $5,710-58.5% | $4,906-51.6% | $10,885-78.2% |