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 | $85,475 | $65,409+30.7% | $98,442-13.2% | $85,850-0.4% |
| Participation rate | 98.9% | 65.0%+33.9pp | 73.3%+25.6pp | 69.3%+29.6pp |
| Annual return | 12.78% | 21.76%-9.0pp | 1492.73%-1479.9pp | 318.53%-305.8pp |
| Employer contribution / active EE | $4,882 | $2,168+125.2% | $2,960+64.9% | $2,565+90.3% |
| Participant deferral / active EE | $3,314 | $3,166+4.6% | $4,276-22.5% | $3,952-16.1% |
| Admin fee / account holder | $2,764 | $4,593-39.8% | $5,949-53.5% | $6,260-55.8% |