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 | $162,922 | $100,852+61.5% | $90,404+80.2% | $158,922+2.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.23% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,375 | $3,689-8.5% | $3,262+3.5% | $4,761-29.1% |
| Participant deferral / active EE | $2,796 | $4,348-35.7% | $3,963-29.5% | $5,982-53.3% |
| Admin fee / account holder | $3,272 | $6,501-49.7% | $5,611-41.7% | $11,246-70.9% |