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 | $109,632 | $76,000+44.3% | $154,107-28.9% | $64,186+70.8% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -3.68% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $5,476 | $3,351+63.4% | $5,298+3.4% | $2,381+130.0% |
| Participant deferral / active EE | $12,920 | $3,175+306.9% | $5,081+154.3% | $3,470+272.4% |
| Admin fee / account holder | $12,394 | $5,596+121.5% | $13,411-7.6% | $4,888+153.6% |